Trajen has a winning ideology that no one is too much of a financial "noob", and being fiduciaries,…read morethey're more about you than commissions. Nathan was amazing, he took the time to explain the company's stand on various investment strategies and potential pros & cons. He gave me various scenarios and detailed their potential ups & downs. - I especially recommend them to people juuuuust starting out on their financial / investment journey. I was treated with the respect and dignity that other firms can blow off because you're not investing mega millions (been there!).

Listened to their advertisement 10%…read moreA year etc I was told it would mature in 10 years Find out it's 16 years and no where near the 10% got back in 8 years less that I put in. Do not listen to the BS advertising Not happy I was mislead

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

Very caring office which has successfully managed my investments for the past 20 years. Highly…read morerecommend this group of financial advisors!

Outstanding financial advisor! I would highly recommend you contacting her office for your…read morefinancial assistance.

If you are looking for a Financial Advisor, I highly recommend you work with Dawn Blocker. She is…read moreamazing! Dawn has multiple decades of experience in advising individuals on how to save for college, invest their portfolio properly, and plan for retirement. Dawn helped my wife and I setup accounts for my daughter and is fantastic to work with. She is consistently available through phone, email, and text, and works hard to ensure your questions are answered and you have the right information. Dawn was great at following up with us throughout the entire process to ensure we felt comfortable with the approach she recommended and agreed on the investment strategy. She genuinely cares about her clients and it's evident. I highly recommend Dawn for all of your financial planning needs.

Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

I've always been an entrepreneur so health insurance has always been a challenge. A friend…read moreconnected us to Ryan and he was the best!! He laid out all our options so we could compare and gave us great advice for what would work best for our family. It was great to speak to someone who does this everyday and we can count on as our business grows.

Thanks Jon for all your help with my investment properties. You said you can make things happen and…read moreyou did. Great job!

Teresa is judgmental and harsh. She treated my mother awfully after the death of my grandfather; we…read morewere afraid there had been some elder abuse from his then-wife since he had dementia before he passed. Teresa acted like we were all vultures going after his money. Absolutely no compassion.

Teresa Bear and her staff are the most honest and knowledgeable, financial people I have encounter…read morein many years. Integrity is the word that comes to mind. Teresa will guide you through your options for whatever you are trying to accomplish financially with great patience until you completely understand your options. I highly recommend this firm for anyone who is looking for a good financial advisor, or is wondering if their present advisor is really doing the best for them.

Spencer offers a great balance of expert advice and friendly encouragement. He is careful not to…read moremake decisions for us, but will intervene as much as we want him to. I have needed reminders between meetings in order to carry out the goals I set and he has provided those reminders, offering help and encouragement, as needed. I have felt immediate relief with daily cash flow management as he has helped me to implement new strategies. And we are actually moving toward our long-term goals for retirement because he is helping us take action now. He really knows what he's doing! We have been meeting with Spencer at least every 6 weeks for the past 6 months. We live in IL, so our meetings are online. We have an old computer and Spencer searched for a program that was compatible with our computer, so that we would have the convenience of frequent, online meetings. He sends us the meeting notes immediately following the meeting, highlighting the "to do" list for us and the things he will do before our next meeting. He coordinates with an accountant and an attorney. We have our own attorney, so we haven't used that service, but we were thrilled to use his accountant, Dustyn Johnson. I highly recommend Alldredge Fee-Only Wealth Management.

From the owner: Comprehensive, Holistic Financial Planning and Wealth Management. We believe that financial…read moreplanning is a process and not an event. With independent, unbiased advice we are able to give perfect advice to our clients. We do not accept commissions or referral fees from 3rd parties so as to remove conflicts of interest and maintain perfect trust with our clients.

Derek is an amazing lender and super great to work with! Very personable and hilarious. Definitely…read morewould recommend!

Our experience working with Derek at Sun American has been amazing. From the first phone call, to…read moreclosing on our loan yesterday. Derek is fantastic to work with. He made himself available throughout this whole process, always working so hard for his customers. He truly goes above and beyond. He is incredibly knowledgeable and always has your best interest at heart. I spent several hours, getting quotes and Derek was able to get us the lowest rate. The whole process was flawless and we even closed ahead of schedule. We only have positives things to say about Derek and highly recommend .