Heritage Investment Management - Kerrville (TX)

Jeff Griggs Great staff and people to work with. They have been in the business a long time and know their stuff. Alexander and Weeks stays busy for a reason.

DAHappyD.A. Absolutely amazing bank !! From starting a new account, to walking you step by step on what you’re plan comes with . I have twice been helped by Jose who was nothing by kind and patient in explaining questions I had and help I needed doing my first deposit ever . The entire branch is extremely friendly and doesn’t feel like a bank but a home ! I found my forever place !

Dave Marden Very professional.

Will Sinclair This review is for Danielle Fifer our mortgage loan specialist. When we decided to buy a home we found Danielle to be extraordinarily helpful throughout the mortgage process. Our case was difficult to say the least and Danielle worked with tenacity and professionalism in order to help us realize our dream of home ownership. She was diligent, patient, honest, and easy to get in touch with when we had questions. Her work helped us secure our wonderful home and I hope she can help you do the same.

Steve Coronado I have had a great experience here for many years. Jaime and the team are very knowledgeable and Jaime has many many years of experience with financial matters. They offer several products and unique products tailored to your needs. I have seen my financial portfolio grow bigger, stronger and steady over the years. I highly recommend this business!!