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Heritage Associates

62 条评价

4.962 条评价
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关于 Heritage Associates

数据更新
网站
heritage.associates
分类
公共及地方服务
所在地
United States
状态
待认证
近 12 个月
32 条评价
差评回复率
100%(1/1 条)
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Heritage Associates靠谱吗?

Heritage Associates(heritage.associates)在 OK.one 的综合评分为 4.9 分(满分 5 分),基于本站收录的 62 条用户评价,属于公共及地方服务分类,口碑优秀。好评高度一致,99% 的评价为 4 星及以上;商家回复了 100% 的差评;近 12 个月新增 32 条。数据最后更新于 2026-08-10。

用户怎么说

J
JustAnswer Customer · 写过 5 条评价 · 已认证 · 体验于 2025-02-01 ·

优秀的客户服务和产品

Heritage Associates 回复2025-03-26

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!

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customer · 写过 2 条评价 · 已认证 · 体验于 2025-03-03 ·

信息丰富的

莉迪亚知识渊博,提供了很好的见解

Heritage Associates 回复2025-03-27

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!

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Jefri G · 写过 1 条评价 · 体验于 2025-03-01 ·

罗宾非常友善和乐于助人,而且…

罗宾非常友善,乐于助人,并且很好地解释了事情。

Heritage Associates 回复2025-03-26

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!

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Amanda Walt · 写过 1 条评价 · 体验于 2025-03-13 ·

杰米是最可爱、最乐于助人的……

杰米是我在购买人寿保险过程中遇到的最贴心、最乐于助人的人!在决定什么是最适合我的需求的政策时非常知识渊博且乐于助人!良好的沟通,她让您了解有关政策的所有最新信息!谢谢杰米和林肯遗产!

Heritage Associates 回复2025-03-13

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!

L
Leonard · 写过 2 条评价 · 体验于 2025-02-28 ·

Jaime非常有风度

Jaime 非常风度翩翩,友善,让我开怀大笑,感到轻松自在。和她说话很开心

Heritage Associates 回复2025-03-04

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!

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Amber Charles · 写过 1 条评价 · 体验于 2025-02-25 ·

Jaime Payne 非常专业并且…

Jaime Payne 非常专业且风度翩翩。很容易交谈,知识渊博。

Heritage Associates 回复2025-02-26

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!

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Mario Costilla · 写过 1 条评价 · 体验于 2025-02-20 ·

她做得很好,她回答了我所有的问题……

她做得很好,回答了我所有的问题,我很满意,请给她升职或其他什么,谢谢

Heritage Associates 回复2025-02-21

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!

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Ida Rice · 写过 2 条评价 · 体验于 2025-02-05 ·

如此简单的过程就解决了一个非常重要的主题(葬礼)

杰米·佩恩夫人绝对是一颗宝石。这个过程感觉不像有人在卖东西,感觉就像一个朋友帮助朋友做出最好的决定。自从我的姐妹们于 2024 年 11 月 29 日去世以来,就我和我丈夫的葬礼而言,这给我自己留下了很多问题。杰米让这一切变得如此简单和快捷。我希望我很久以前就知道这一点。我肯定会告诉我的家人和朋友。不要让你的家人因为自己可以轻松完成的事情而感到压力。

Heritage Associates 回复2025-02-21

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.

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Debra Howard · 写过 5 条评价 · 已认证 · 体验于 2025-01-03 ·

迈克尔·科廷是最棒的!

Heritage Associates 回复2025-02-21

Thank you so much! We appreciate your kind words! 🤗

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Pamela Gardner Isenhour · 写过 1 条评价 · 体验于 2025-02-18 ·

迈克尔·科廷 (Michael Koetting) 在……方面提供了最大的帮助。

迈克尔·科廷(Michael Koetting)在各个方面都非常有帮助,他对一切都非常了解。与他交谈非常愉快

Heritage Associates 回复2025-02-19

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!

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Randy-Okmulgee,OK · 写过 8 条评价 · 已认证 · 体验于 2025-01-24 ·

出色的代表,清楚地了解我们的需求和预算。

伟大的代表,清楚地解释了事情,最重要的是,既不咄咄逼人,也不令人生畏。她也非常博学。

Heritage Associates 回复2025-02-18

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!

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jmg · 写过 2 条评价 · 已认证 · 体验于 2025-01-15 ·

出色的

我向我认识的每个人推荐 Lydia & Heritage。

Heritage Associates 回复2025-02-14

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! 😊

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Lena De Los Santos · 写过 1 条评价 · 已认证 · 体验于 2025-01-03 ·

这位年轻的女士非常乐于助人。

Heritage Associates 回复2025-02-12

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!

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Charlene DeLaFuente · 写过 6 条评价 · 已认证 · 体验于 2025-01-07 ·

你们非常喜欢莉迪亚的服务和理解,她向我解释了一切

Heritage Associates 回复2025-01-21

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!

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Eddy Pierce · 写过 1 条评价 · 已认证 · 体验于 2024-12-19 ·

到目前为止已经很不错了

Heritage Associates 回复2025-01-17

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!

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Victoria Benedict · 写过 3 条评价 · 已认证 · 体验于 2024-12-20 ·

他非常有帮助地解释了……

他非常乐于助人,向我们解释了不同的计划。

Heritage Associates 回复2025-01-13

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!

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customer · 写过 8 条评价 · 已认证 · 体验于 2024-11-22 ·

我的顾问很棒,解释了一切……

我的顾问很棒,向我解释了我所有的选择,使我可以轻松做出选择。我还喜欢这样一个事实:这项政策将使我的女儿不必处理最后的安排

Heritage Associates 回复2025-01-13

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!

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Judy · 写过 2 条评价 · 体验于 2024-12-23 ·

女士的后续行动

AKIN 女士的后续行动。她的友善态度并确保我拥有我需要的一切。

Heritage Associates 回复2024-12-24

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!

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Angela Cole · 写过 1 条评价 · 体验于 2024-12-09 ·

美妙的体验!

美妙的经历!了不起的代表!!

Heritage Associates 回复2024-12-13

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!

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ELOISA LIENDO · 写过 12 条评价 · 体验于 2024-12-06 ·

优秀的客户服务并且始终……

优秀的客户服务并且总是非常细心

Heritage Associates 回复2024-12-09

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!