Transparent, trustworthy, and honest. Lou, Mike and their team at Heritage Financial keep me and my family up to date on our portfolio. They explain everything in full detail and meet with us every quarter to go over our investments and their strategies. We have been happy with our choice but even happier with the service that comes along with using Heritage. With out a doubt we want to take this chance to recommend this firm as we believe the service and financial experience here is unmatched! Thank you!