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Stewardship

4.9 (130 reviews)
Closed 9:00 am - 5:00 pm

By appointment only

Updated 2 months ago

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Response time

2 hours

Response rate

100%

Services - Stewardship

Car and truck insurance

Estate planning

Inheritance planning

11 More Services

Insurance planning

Investment management

Life insurance

Motorcycle insurance

Pets

Homeowner or property

Retirement planning

RV insurance

Trust planning

Vehicle

Boats and watercraft insurance

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Recommended Reviews - Stewardship

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7 years ago

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9 years ago

Very helpful and great to work with, they made the whole process seam smooth and easy! We recommend Brian Ream, would work with him again!

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7 years ago

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Ask the Community - Stewardship

Review Highlights - Stewardship

Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process.

Mentioned in 34 reviews

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Heritage Financial Strategies - Shanna Tingom, Our Co-Founder.

Heritage Financial Strategies

(10 reviews)

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

Stewardship - insurance - Updated June 2026

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