Community Action Partnership - Community Council of South Central Texas, Inc. - Seguin (TX)

Melissa Gebhard Great experience. Sebastian was very helpful. The process was painless and easy. They helped me find the right car for me. Kristen worked diligently to find great financing and Ted was very courteous. My Jeep is so sick! Can’t wait to trick it out. Cecil Atkisson’s people can help me do that too! Awesome service.

Payton Fisher Helped me go over my financial planning in great detail, which really helped me solidify my retirement planning and different investments I’m pursuing. At the same time helped optimize my investment strategy in which I have seen a substantial increase in my gains. I highly recommend.

John Paul Reeves Ask for Kathy Lance for the best service ever!

Carol I had a great working session with Chad Smith today! Although he is personable and down-to-earth, dont be fooled: Chad is also very knowledgeable, and able to explain things to me in a way I could understand. He answered all my questions, brought a perspective to what I was trying to accomplish, and made some excellent recommendations from someone who was obviously an expert. This is exactly what I was seeking, and I look forward to future engagement with him and the Heritage Financial team!

Peter Once Justin found out I was going to transfer an inherited IRA, I got no more assistance from him. Several emails provided options but no path to accomplish. He may have been good to my late Father but he is not great with beneficiaries that are not making him money.