Heritage Financial Strategies

The lines of communication weren't the greatest

It took me almost one year to debate if I was going to write a review about this company due to the fact 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.

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3 reviews on Heritage Financial Strategies

  1. Shanna is wonderful

    Shanna is wonderful – we first met with her when she was with another advising company before she headed out on her own. My wife and I were talking about our account the other night and we realized we would soon be hitting our next benchmark with all 3 accounts combined (the Roth, 401k and TSP).

    We didn’t start our relationship with Shanna with much money since we had liquidated the majority of our savings and retirement in order to survive graduate school.

    We’ve met or beat the market return each year we’ve been with her and we have accounts under our name set up for our kids when its time for them to settle down away from the nest. Soooooo…..looks like we’ve done pretty well together in 5 years .

    Great thanks to Shanna for understanding and supporting our future retirement wants/needs (we have about 20 years to go and we’re confident we’re on the right track), for being patient with the cautious one as well as the more aggressive investor in our family, and for always being available for questions and advice. So very happy to be part of Shanna’s winning team.

  2. I would trust no one else with my families finances.

    I not only trust Shanna to handle my finances, I refer her to all of my family, friends and clients. I am clear she has our best interest at heart and really cares about us.

    She not only knows her business inside and out but can explain in layman’s terms even the most complex investments and products. She is also one of the few professionals left these days that runs her business on honesty and integrity. I would trust no one else with my families finances.

  3. Shanna is outstanding.

    Shanna is outstanding. She is knowledgeable, ethical, and genuine. She truly puts her clients interests before her own. Shanna goes above and beyond in everything she does.

    She has reached out to me to share marketing opportunities on multiple occasions. I have sent and will continue to send my clients to Shanna when then need sound financial advise.

North Gilbert Road 207
Gilbert 85234 AZ US
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Reviews: 3
Reported Loss : 548 $
Severity of Scam : High
Reported by : Anonymous
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