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

Debra H.
Feb 20, 2025
Michael Koetting is the best!
Michael Koetting is the best!
Response from Heritage AssociatesFeb 21, 2025
Thank you so much! We appreciate your kind words! 🤗
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Ida R.
Feb 20, 2025
Such an easy process to a very important subject (Funeral)
Mrs. Jamie Payne is an absolute gem. The process didn’t feel like someone selling something, it felt like a friend helping a friend make the best decision. Since my sisters passing November 29, 2024, it left so many questions for myself as far as funerals for my husband and I. Jamie made this so easy and fast. I wish I had known about this a long time ago. I’m definitely telling my family and friends. Don’t leave your families to stress over what can be so easy to do yourself.
Response from Heritage AssociatesFeb 21, 2025
Thank you so much for your kind words and for sharing your experience with Jamie! We are truly sorry for your loss, and we understand how important it is to have peace of mind when planning for the future. Jamie takes great pride in helping families navigate these decisions with care and compassion, and we’re so glad she made the process easy for you. Your recommendation means the world to us, and we appreciate you spreading the word to your loved ones. If you ever need anything, don't hesitate to give us a call.
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Pamela Gardner I.
Feb 19, 2025
Michael Koetting was most helpful in…
Michael Koetting was most helpful in all aspects he was very knowledgeable of everything. he was very pleasant to talk with
Response from Heritage AssociatesFeb 19, 2025
Thank you so much for your kind words! We’re thrilled to hear that Michael was able to assist you and make your experience a positive one. Michael mentioned that he enjoyed his conversation with you as well and appreciated your kindness. If you ever need anything else, don’t hesitate to reach out!
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Randy-Okmulgee,OK
Feb 18, 2025
Great representative who clearly understood our needs and budget.
Great representative who clearly explained things and most of all, was not pushy nor intimidating. She was very knowledgeable, also.
Response from Heritage AssociatesFeb 18, 2025
We deeply appreciate your kind words! We’re glad to hear that our representative provided clear explanations and made the process comfortable for you. Offering knowledgeable and pressure-free guidance is always our goal. If you ever have any questions or need assistance, we’re happy to help! Most importantly, thank you for your trust and the opportunity to serve you and your loved ones!
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jmg
Feb 12, 2025
Excellent
I recommend Lydia & Heritage to everyone I know.
Response from Heritage AssociatesFeb 14, 2025
Thank you so much! We truly appreciate your support and trust in Lydia and Heritage Associates. If there’s ever anything we can do for you or someone you refer, just let us know! 😊
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Lena De Los S.
Feb 11, 2025
The young lady was very helpful.
The young lady was very helpful.
Response from Heritage AssociatesFeb 12, 2025
Thank you for your kind words! We’re glad to hear that our team member was helpful. If there’s anything else we can assist you with, please don’t hesitate to give us a call! Most importantly, thank you for your trust and the opportunity to serve you and your loved ones!
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Charlene D.
Jan 20, 2025
Ya’ll did great love the service and understanding I got from Lydia she did great explaining everything to me
Ya’ll did great love the service and understanding I got from Lydia she did great explaining everything to me
Response from Heritage AssociatesJan 21, 2025
Thank you so much for your kind words! We’re thrilled to hear you had a great experience with us. Lydia is passionate about serving our policyholders well, and we’re glad she could provide the service and understanding you needed. If you have any more questions or need further assistance, don’t hesitate to reach out!
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Eddy P.
Jan 17, 2025
So far it’s been pretty good
So far it’s been pretty good
Response from Heritage AssociatesJan 17, 2025
Thank you for your feedback! We’re glad to hear that things have been going well so far. If there’s anything we can do to make your experience even better, please don’t hesitate to let us know. We value your input and look forward to continuing to meet your expectations!
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