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