Heritage Associates (heritage.associates) has a 4.9 out of 5 rating on OK.one, based on 62 user reviews collected here. It is listed under Public & Local Services and its reputation is excellent. Praise is nearly unanimous, with 99% rating it 4 stars or higher; The business has replied to 100% of negative reviews; 32 of them were added in the last 12 months. Last updated 2026-08-10.
Thank you so much for the kind words! We’re thrilled to hear you had a great experience with both our service and product. If there’s anything else we can do for you, don’t hesitate to reach out! Thank you for the opportunity to serve you and your loved ones!
Lydia was very knowlegeable and provided good insight
Thank you for the kind words! We’re so glad to hear that Lydia was able to provide helpful insight and demonstrate her knowledge. We’ll be sure to share your feedback with her. Most importantly, thank you for the opportunity to serve you and your loved ones!
Robin was very nice and helpful and explained things well.
Thank you so much for your kind words! We’re thrilled to hear that Robin was able to assist you and explain everything clearly. We’ll be sure to pass along your feedback—it’s always appreciated! Most importantly, thank you for the opportunity to serve you and your loved ones!
Jamie is the sweetest and most helpful person I’ve encountered in all my life insurance shopping!! Very knowledgeable and helpful when deciding on what would be the best fit policy for my wants! Great communication and she keeps you up to date on everything about policy!!! Thank you Jamie and Lincoln Heritage!!!
Thank you so much for your kind words! It brightens our day to hear that Jamie provided such a great experience. She truly goes above and beyond to help policyholders find the best coverage for their needs. We appreciate your trust in Jamie and the opportunity you've given us to serve you and your loved ones. Please don't hesitate to give us a call if there is anything we can do for you in the future!
Jaime is very personable, friendly, made me laugh and feel at ease. Pleasure talking to her
Thank you for your kind words! We’re so glad to hear that Jaime made your experience enjoyable and put you at ease. She truly has a gift for making people feel comfortable! We appreciate you taking the time to share your feedback and the opportunity to serve you and your loved ones!
Jaime Payne very professional and personable. Easy to talk to, very knowledgeable.
Thank you for your kind words about Jaime! We’re glad to hear that you had a great experience. Professionalism and knowledge are what we strive for, and we appreciate your feedback. Most importantly, thank you for the opportunity to serve you and your loved ones!
She did great she answered all my questions I am so satisfied please give her a promotion or something Thank you
Thank you so much for your wonderful feedback! We’re thrilled to hear that you had such a great experience and that all your questions were answered. Jamie truly goes above and beyond, and we’re fortunate to have her on our team! We’ll be sure to pass along your kind words. If you ever need anything else, we’re always here to help!
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.
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.
Thank you so much! We appreciate your kind words! 🤗
Michael Koetting was most helpful in all aspects he was very knowledgeable of everything. he was very pleasant to talk with
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!
Great representative who clearly explained things and most of all, was not pushy nor intimidating. She was very knowledgeable, also.
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!
I recommend Lydia & Heritage to everyone I know.
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! 😊
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!
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!
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!
He was very helpful explaining different plans to us.
Thank you for your feedback and the opportunity to serve you and your loved ones! We’re so glad to hear that your agent was helpful in explaining the different plans. Making sure you have all the information you need to make confident decisions is always our goal. If you have any more questions or need further assistance, we’re here for you!
My advisor was great and explained all my options to me making it easy to make my choices. I also like the fact that this policy will save my daughter from having to handle the final arrangements
Thank you for your kind words! We’re glad to hear that your agent was able to guide you through your options and make the process easier for you. Helping families plan ahead and providing peace of mind is exactly what we strive for. We know this policy will make things easier for your daughter when the time comes, and we deeply appreciate your trust. If you have any other questions or need assistance in the future, we’re always here to help! Thank you again for the opportunity to serve you and your family!
The follow-up from Ms. AKIN. Her friendly disposition and making sure I had everything I neeed.
Thank you so much for your kind review! We’re pleased to hear that Ms. Akin provided excellent follow-up and made sure you had everything you needed. Please don’t hesitate to reach out if you need further assistance—we’re always here to help!
Wonderful experience!! Amazing representative!!
Thank you so much for your kind words and trust! We’re thrilled to hear you had a wonderful experience and found our representative amazing. Your feedback means the world to us!
Excellent Customer service and always very attentive
Thank you so much for your kind words! Providing excellent support is our top priority, and it’s always rewarding to know we’re meeting your expectations. If there’s ever anything more we can do for you, don’t hesitate to reach out. We appreciate your trust and the opportunity to serve you and your loved ones!
62 reviews matching