Reviews of Heritage Financial Advisory Group (Financial Consultant)

1500 NY-112 Building 9, Port Jefferson Station, NY 11776, United States

DESCRIPTION

Here you have the information of people like you who consume the products and services of Heritage Financial Advisory Group (Financial Consultant) in the area close to the state of Connecticut.

At the moment this business has a rating of 5.0 stars over 5 and that score is based on 19 reviews.

As you can see the average of ratings is exceptional, actuality, it reaches the highest punctuation it can achieve., and it is based on a high number of scores, so we can say that the assessment is very accurate. If many people have bothered to leave their opinion when they are satisfied with the service, is that it works.

You know that we don't usually bother to give evaluations when they are correct and we usually do it only if we have had a problem or issue...

This Financial Consultant is classified in the category of Financial planner.

Where is Heritage Financial Advisory Group?

REVIEWS OF Heritage Financial Advisory Group IN Connecticut

Victoria Miro

Highly recommended!! Great company & great people!

Michael Boncore

Always professional, honest, and knowledgeable. Extremely helpful without ever being overbearing. Heritage always goes the extra mile for their clients. I wouldn’t have anyone else managing my money.

David Kirshner

If you’re looking for a financial advisor to manage your investments and retirement look no further. I’ve been with this group for several years and have been impressed with their customer service, professionalism and integrity. Highly recommended.

Ken McGuire

Alice Golden

We have been clients of Heritage Financial for over 25 years. It is the most honest, caring, and competent company. Having Mike on their team had added an even greater dimension to their services, especially his weekly 101 tips. With their guidance we feel our financial future is secure! The Goldens Billings, MT

Michael Christopher

I had the pleasure of meeting with Mike Desepoli regarding my financial needs. I have never required a financial advisor before and Mike was great! He took the time to make sure I understood the terms he was using and really went out of his way to explain things to me, assuring that I was comfortable throughout the meeting. I returned just a couple of days later to sign all of the proper documents and he again explained everything to me and walked me through the processes and protocol that the documents would go through the moment they left his office. I left feeling more than satisfied that my money was well taken care of and in the right places. I also forgot to mention that I was referred to Mike by my wife, she too was very pleased. I would absolutely recommend this financial group to anyone in need.

Carl Tirella

Awesome ppl always looking out for their clients. Highly recommend!!!

Krystina Cavallaro

Desepoli Wealth provides the upmost service for all of my financial needs! I would recommend them to anyone!

Melissa Stone

Working with this company has been a pleasure. They are always looking out for their clients best interest. I feel confident with the guidance provided in developing my financial portfolio.

Kristi Desepoli

Great people, very trustworthy! Highly recommend!

Frank Scarpa

FraSca Design Group’s years of experience with Mike, Lou and the team at Heritage Financial Advisory Group have been exceptional. Lou personally met with all of our employees and took the time to discuss each of their financial needs. The Heritage team are personable, professional, and they are understanding of each individual’s needs and future goals. It’s so important for our company to work with a financial advisor that is reliable, and we wouldn’t entrust our financial portfolio to anyone else!

Anthony Pomilla

Heritage Financial Advisory Group has done a great job with my account. They did their due diligence to determine what kind of investor I am. They make good trades on my behalf, the service is excellent, and most of all they make me money!

Rachel Raia

Chris Simone

The financial advisors at Heritage really took the time to get to know me and ask detailed questions about my financial situation. Deciding whether or not to retire is a big decision and I interviewed several firms in the process, Heritage really made me feel comfortable and helped me understand all my options. My initial consultation was free and lasted over 1.5 hours, they didn't rush me at all. I would highly recommend them.

Derek Thomas

Transparent, trustworthy, and honest. Lou, Mike and their team at Heritage Financial keep me and my family up to date on our portfolio. They explain everything in full detail and meet with us every quarter to go over our investments and their strategies. We have been happy with our choice but even happier with the service that comes along with using Heritage. With out a doubt we want to take this chance to recommend this firm as we believe the service and financial experience here is unmatched! Thank you!

Victor Travaglianti

Mike Desepoli and his team are outstanding .... A true industry expert Who provides his clients with honest and unbiased financial advice

David LeBleu

Wonderful personal attention from everyone in the organization. I highly recommend them.

Chris Beninati

It was critical for me to find a firm that was honest, had a true mission and showed clear and regular communication with me. I found that with Heritage and that is why I have been a client for the last four years. Their core values are the exact reason I joined their marketing department this past spring. From this perspective, I can see the dedication in educating and helping individuals, executives and families find their financial plan thats best for them. I also witness the investment they make to a dedicated customer experience at every level.