heritage.associates

4.9
4.9 Based on 142 reviews

...

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Average Rating

4.9

/
5

142 Reviews

5 Star
93%
4 Star
4%
3 Star
1%
2 Star
0%
1 Star
2%

Filtered Reviews

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Review Time

Marcia Coleman
Very straightforward and easy to work…

Very straightforward and easy to work with

5
Date of experience: Mar 23, 2023
Hope Hughes
This is an excellent company to do…

This is an excellent company to do business with. They are ALWAYS helpful and they never brush you off like you don't matter. Alway professional. Never hasty or rude. I would highly recommend!!!!

5
Date of experience: Mar 08, 2023
Tracy Harris
Lincoln Heritage associate Scott Justice. was very help and…

Scott Justice was very help and explained alot and answered any questions that I or my husband may have had.0

5
Date of experience: Mar 01, 2023
Eve Smith
Scott walk me through the process and…

Scott walk me through the process and made it super easy. Very professional, attentive and kept me informed all the time.

5
Date of experience: Feb 25, 2023
Lorna
Good service

Good service, Maria was very professional at the moment of handling these difficult conversation. She walked us through the process and she also make sure that we understood the policy and respected my mom’s will

5
Date of experience: Feb 16, 2023
Sutton Scott
very friendly and informative

very friendly and informative, got things done quickly.

5
Date of experience: Feb 04, 2023
Faith L.
Lydia has been very professional and…

Lydia has been very professional and patient at the same time. Iam glad she is my agent.

5
Date of experience: Feb 01, 2023
New life insurance policy

The experience of signing up for the policy was easy. The staff member that assisted me with signing up was very thorough and professional, and people friendly.

5
Date of experience: Feb 01, 2023
Hugh Walker
I want more coverage but it's too…

I want more coverage but it's too expensive for me to get

3
Date of experience: Jan 18, 2023
Tiffany Taylor
Wonderful and respectful service…

I received my packet a lot sooner than expected however the two questionnaire pages were in Spanish. I understand and read Spanish but my children do not. I called and was told another packet would be mailed out. I am now waiting for it to arrive. Service was courteous, and very reassuring. I deeply appreciated being spoken to as an adult since lately it seems many companies, including healthcare providers, speak to the elderly as if we were two year olds. I have been recommending your services to my friends and relatives.

4
Date of experience: Jan 13, 2023

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