Heritage Wealth Management - Gainesville (FL)

Josie Val Wonderful

William Courtney Sold me a smith and Wesson FCP for a good price and good quality. Guided me through the process of buying a gun. They had a great selection of items and shown great customer service.

Calu Kimbo Everyone at this location is friendly and helpful. A special thank you to Karen who always takes the time to help me to navigate issues and to answer questions. The best thing is that it is always easy to get an actual human being on the phone. I moved most all of my banking to USB because the big bank I used has closed most of their centers, closed the drive through in the one local center that remains and it impossible to get a real person on the phone. Im very happy with USB

Nick Conte Elise Roberts is extremely helpful with your retirement planning goals. She knows her stuff, listens to you and provides options that meet your goals - she also has energy, morals, values, ethics and integrity. She does what she says she’s going to do. She and her team provide superb follow up so there’s no surprises and as mentioned, they deliver what they say they will do! I’m very impressed with her and her team… She has professionalism that is bar none and a pleasure to see here in South Florida. Nick Conte

Warren S Tom and Jean are fantastic people. They have managed multiple generations of our families assets. They are super knowledgeable, always available and personable. If you need a financial advisor, this is the place to go. Highly Recommended!!!!

Andrew Kocisky Dear Phillip, Thank you for your review. Accounts are immediately locked upon receiving transfer notification from the receiving firm, disallowing such action to occur. Investments that cannot be held at the receiving firm are then automatically sold and cash is transferred. This is standard industry practice. Best wishes to you and your family. Thank you, Andrew

Dean Schreiner Vertich & Uhler are a full service investment and advisory firm. They personally, Corey and Tom, are there for you and your family. I have been a client of theirs since 2014 and have never looked back. Their advice and interaction has been spot on. They have navigated myself and my family through some very interesting challenges and have always been up front, honest and dependable. They are progressive thinkers and are always looking to the future as to what is best for your situation. The team and the staff have always been responsive and seem to be able to handle any situation thrown their way. I highly recommend their firm and I am looking forward to many more satisfied years as one of their clients.