Heritage Associates Reviews | Read Customer Reviews of heritage.associates

Heritage Associates Reviews | Read Customer Reviews of heritage.associates

Heritage Associates reviews

197 approved reviews, newest moderated first

Cristobal E.
Aug 27, 2024
When I had the chance to get life…
When I had the chance to get life insurance sandy made my experience a very awesome one she took her time to answer all my questions also made me feel like everything was about. So I would like to tell sandy thank you so much for your time and understanding and patience you are great.
Response from Heritage AssociatesAug 27, 2024
Thank you so much for sharing your experience! We strive to ensure that every policyholder feels informed and valued, and it sounds like Sandra did just that. We’ll be sure to pass along your kind words to her. Thank you for your trust, and please don’t hesitate to reach out if you have any more questions or need further assistance in the future!
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FRANCIS
Aug 16, 2024
Easily done with professional…
Easily done with professional assistance by Mr Luke Ezell.
Response from Heritage AssociatesAug 26, 2024
Thank you so much for your kind words! We’re thrilled to hear that you found the process easy with Luke's assistance. We know Luke enjoyed working with you as well. If you have any more questions or need further assistance, don’t hesitate to reach out. We’re here to help!
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Connie B.
Aug 13, 2024
Lydia was excellent and made it so easy!
Lydia was excellent and made it so easy!
Response from Heritage AssociatesAug 14, 2024
Thank you so much for your kind words! We know Lydia enjoyed working with you! Most importantly, thank you for your trust and the opportunity to serve you and your family! If you ever need anything in the future, don’t hesitate to reach out.
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Melba M.
Aug 10, 2024
Lydia was most helpful and didn’t try…
Lydia was most helpful and didn’t try to influence us to do much than we could handle financially. Gave us all options so we could choose.
Response from Heritage AssociatesAug 14, 2024
Thank you for your kind review! We’re delighted to hear that Lydia was able to assist you effectively and provided you with all the options necessary to make an informed decision that felt comfortable. We strive to ensure our policyholders feel supported and empowered to choose the best plan for their needs, circumstance, and wishes. Thank you for your trust, and please don't hesitate to contact us if you or your loved ones need any assistance in the future!
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Tracy Dawn F.
Aug 6, 2024
Lydia Sandoval was excellent
Lydia Sandoval was excellent. Patient and soft spoken. A+++
Response from Heritage AssociatesAug 9, 2024
Thank you so much for your kind words and the wonderful A+++ rating! We’re thrilled to hear that Lydia provided you with excellent service. Patience and attentiveness are qualities we hope to always uphold. Your feedback is greatly appreciated, and we’ll be sure to share it with Lydia. If you need anything else, don’t hesitate to reach out. We’re here to help!
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David F.
Aug 1, 2024
Lydia is very knowledgeable
Lydia is very knowledgeable. She responded to my call and questions immediately.
Response from Heritage AssociatesAug 1, 2024
Thank you for your positive feedback! We're thrilled to hear that Lydia was able to assist you promptly and effectively. If you have any more questions or need further assistance, please don't hesitate to reach out.
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Nedra
Jul 23, 2024
The agent was great and has great…
The agent was great and has great customer service
Response from Heritage AssociatesJul 23, 2024
We are so glad you had a great experience! Thank you for your trust and the opportunity to serve you and your family!
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Carl W.
Jul 20, 2024
The Agent was very helpful.
The Agent was very helpful.
Response from Heritage AssociatesJul 23, 2024
We're glad you felt well assisted! Thank you for your trust and the opportunity to help!
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