Heritage Associates Reviews | Read Customer Reviews of heritage.associates

Heritage Associates Reviews | Read Customer Reviews of heritage.associates

Heritage Associates reviews

Showing 185 reviews with 5 stars · Clear filters

Deborah D.
Oct 22, 2023
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Informative, personable
Response from Heritage AssociatesOct 23, 2023
We're glad you had a great experience! Thank you for trusting us with the opportunity to serve you and your family!
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Tanya
Oct 2, 2023
The agent responded quickly to my…
The agent responded quickly to my request. She answered all my questions. I am so glad we have things set up for our children when the time comes. Thank you
Response from Heritage AssociatesOct 3, 2023
Thank you for sharing your experience, and most importantly, thank you for trusting us with the opportunity to serve you and your family!
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June S.
Sep 28, 2023
Agent was knowledgeable and answered…
Agent was knowledgeable and answered all questions. Never pushed me to buy anything.
Response from Heritage AssociatesOct 23, 2023
We're glad you had a great experience! Don't hesitate to give us a call if there's anything else we can do for you or your loved ones!
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Jae A.
Sep 21, 2023
Very satisfied!
Mrs. Payne was very professional and made this process really easy and smooth. She is very informational about the policies and talk to me through the steps I needed to get the right one for me!
Response from Heritage AssociatesSep 26, 2023
We're glad you had a great experience with Jamie! Thank you for trusting us with the opportunity to serve you and your loved ones!
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Sylvia R.
Sep 20, 2023
Ms Lydia is very pleasant to speak…
Ms Lydia is very pleasant to speak to..very helpful & informative...An Awesome young lady...Thank you Ms Lydia
Response from Heritage AssociatesSep 20, 2023
We're glad you had a great experience with Lydia! Thank you for trusting us with the opportunity to serve you and be here for your loved ones!
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Rey D.
Sep 16, 2023
A really good plan to leave no issues or embarrassing to your loved ones
It’s a really good option to be prepared for your self or others, at an affordable price and easy payments! I hope not regrets afterwards, cause I’ll coma back and pull everyone’s feet
Response from Heritage AssociatesSep 18, 2023
After 60 years of service (more than a decade for our current team here at Heritage Associates), we've yet to have our feet pulled by any late policyholders, so we're not planning on you needing to do that. In all seriousness, thank you for sharing your positive experience working with us. We appreciate your kindness, trust, and sense of humor!
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Katavia U.
Sep 14, 2023
Lydia made the experience very…
Lydia made the experience very pleasant. She was willing to work with my time even when I had things come up. Definitely recommend Lydia and Heritage Associates.
Response from Heritage AssociatesSep 15, 2023
Thank you for sharing your positive experience working with Lydia! Don't hesitate to let us know if there is anything else we can do for you!
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Jessie
Sep 5, 2023
When I texted Lydia to tell her I…
When I texted Lydia to tell her I needed to reduce my monthly payment , she returned my text right away. She was able to reduce my payment into a more manageable payment. She is always so polite and helpful.
Response from Heritage AssociatesSep 6, 2023
We're glad Lydia was able to find a more comfortable premium, so you can hold on to coverage! We so appreciate the opportunity to serve you and your loved ones.
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