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    Heritage Financial Strategies

    4.6 (10 reviews)
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    Services - Heritage Financial Strategies

    Investment management

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    Ask the Community - Heritage Financial Strategies

    Review Highlights - Heritage Financial Strategies

    We've been with Shanna almost since the beginning when HFS was basically just a one woman show.

    Mentioned in 10 reviews

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    Alldredge Fee-Only Wealth Management - This is our second year sponsoring the Candlelight Sports Club. Great organization! http://www.candlelightsoccer.com/

    Alldredge Fee-Only Wealth Management

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    Spencer offers a great balance of expert advice and friendly encouragement. He is careful not to…read moremake decisions for us, but will intervene as much as we want him to. I have needed reminders between meetings in order to carry out the goals I set and he has provided those reminders, offering help and encouragement, as needed. I have felt immediate relief with daily cash flow management as he has helped me to implement new strategies. And we are actually moving toward our long-term goals for retirement because he is helping us take action now. He really knows what he's doing! We have been meeting with Spencer at least every 6 weeks for the past 6 months. We live in IL, so our meetings are online. We have an old computer and Spencer searched for a program that was compatible with our computer, so that we would have the convenience of frequent, online meetings. He sends us the meeting notes immediately following the meeting, highlighting the "to do" list for us and the things he will do before our next meeting. He coordinates with an accountant and an attorney. We have our own attorney, so we haven't used that service, but we were thrilled to use his accountant, Dustyn Johnson. I highly recommend Alldredge Fee-Only Wealth Management.

    From the owner: Comprehensive, Holistic Financial Planning and Wealth Management. We believe that financial…read moreplanning is a process and not an event. With independent, unbiased advice we are able to give perfect advice to our clients. We do not accept commissions or referral fees from 3rd parties so as to remove conflicts of interest and maintain perfect trust with our clients.

    Value Nation - Andy Cooper - Founder/Realtor

    Value Nation

    (12 reviews)

    When I look for a realtor, I focus on three areas: Do they know their business? Do they know the…read moremarket? Do they have the interpersonal and management skills necessary for a successful outcome? Andy Cooper is in the top 1 percent of realtors in all three areas. Andy demonstrated his knowledge of the real estate business in so many ways when I interviewed him. His answers were correct, easily understood and provided a strong sense of comfort on my part. He was able to answer each of my questions during the entire sales process. He knows the market. Andy recommended listing my home $32000 higher than I anticipated. He was able to show me the comps and explain his reasoning. I admit I was apprehensive about the list price but I trusted him. Of course, he was right: the home sold for over the list price and we had multiple offers - in 24 hours! Andy know the market. Finally, Andy has the interpersonal and management skills that serve his clients so well. This sale was the most efficient, effective sale I have ever been involved with. Working across the country, I relied exclusively on Andy to manage this sale and he performed flawlessly. If you are looking for a top performer who will guide you through this process with only your interests in mind, please give Andy a call. You will not regret it. The fact that he does all this for a flat fee is even more remarkable.

    What in the review left was False, Andy? In fact it's missing more details that I want to make…read moresure to add. We flagged the HVAC to be inspected and repaired to working condition and that wasn't working the first week we moved in which was a 3K bill conveniently overlooked on our BINSR. The power to the downstairs AC was also left inadequate and wasn't fixed until 3 months later after we had to call the original company that did the inspection and we were verbally told your brother chose the cheaper option that was against code. We flagged the sump pump to be repaired or replaced and still today we have a wire that is spliced together against code (picture attached) and to a breaker that doesn't supply enough power so the lights flicker in the home. We've called your brother on that and he won't return our calls. Stephen at First Time Right Plumbing informed your brother the electrical was sparking and an issue but it was skipped to enrich the deal for your brother and we weren't made a aware. Because of people like your brother this country has plenty of attorneys and we intend to do whatever necessary to make this right. Keep coming at us with disingenuous replies and I'll continue to hit your business with negative reviews to make sure others are fully aware of what to expect. Anyone that reads this review happy to provide documentation supporting this. Absolutely willing to take it down if the items we've sent over are resolved. Items not completed on our BINSR still outstanding or not caught because the owner didn't open permits for the home to inspected.

    Heritage Financial Strategies - investing - Updated June 2026

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