Annuity.org - Orlando (FL)

Paul Morrison If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

Naomi Tucker I want you all to know, my first impression of this company was "Horrible!" But I quickly changed that reasoning, - Heres what happened: "The company I bought my Mini Cooper from had turned over their accounts to, "Mid Atlantic Finance Company." When I received notice, I called myself being proactive and mailed my payment due by the 5th, on the 31st so, my bill would be paid early. Instead, I began to get all these A-I generated calls about a late payment, knowing I made my payment in advance. I simply, - dont do late charges! To make a long story short those constant (A-I), calls got on my last nerve! To resolve the matter. I called and spoke to several reps who in turn connected me to a supervisor. Before it was resolved I cancelled my check and paid by card. On two different occasions I spoke to an Account Manager named, "Anyissa," who took good care of me in a timely, courteous and professional manner. During the conversation, I was able to make her smile when I complimented her on her beautiful name..... What makes me so happy is my car is almost paid for and I thank God for that! Remember: "When you call any company to get information or help with a issue, - - "Be Patient, - Friendly and Courteous!" And if possible, - "Say something positive that might just put a smile instead of a frown on the Reps face." A good conversation is always better, - than a Bad one. You see, how easy a Negative Review can become, - a Positive Review. Thanks Anynissa for helping resolve my missing check woes, Whew! ......... Naomi Tucker Turtles!

Christian Winborn These people are awesome and the lady I dealt with today on 8/6/25 was great! She couldnt have been more polite and helpful. I had two out of state personal checks from my grandparents. Two different checks, two different banks. She called and verified the checks, which my grandfather loved, due to his recent bout with scammers. Once they confirmed the checks were legit, I was on my way in two minutes. My bank was going to take 5 business days to put the money in my account due to being out of state. The fee was pretty standard, I think around 2.5% just doing the math off the top of my head, which was just fine having to do it in a pinch

Heather Wheeler I have been so pleased with Cathy and her services for over 10 years!! She the best!!

Jill Lyons I worked with Noelle to purchase my dream boat. She analyzed my finances two years before the purchase to get me ready for the purchase. I am a business owner so I needed prepare my income for the purchase and payoff some debts. I knew the purchase would be more complicated with me being self employed and I really appreciated her expertise. When it came time to make the purchase everything was in order and she made it happen within a few weeks. I expected this to be much harder but she made it stress free and I will be sailing forever grateful for the important part she played in making our dream come true.

Talia Banks Has been helpful throughout my whole journey with them, staff is amazing supper sweet. Has always been as fast a they could with getting me the information I need.