Testimonials
"The Heritage Team has once again turned our "vision" into reality! Their thorough knowledge of the home loan and refinance business coupled with their high integrity and ‘can-do’ attitude makes the entire process a pleasant journey."
-- Wayne and Lynn formerly of Ojai, California
"Thanks for making what could have been a tedious experience absolutely delightful. All of you at Heritage Financial are terrific."
-- Jerry Penacoli of Los Angeles, California
"We have done all of our Real Estate purchases and refinance transactions with Heritage Financial. The Heritage Team has always been helpful, friendly and have been able to offer us the most competitive rates in the marketplace."
-- The Peralta Family of Ojai, California
"Thanks again to you and your staff at Heritage Financial for your efficient and professional services … It’s been a pleasure doing business with you!"
-- Beth Keenen of Oak View, California
"The Heritage Financial team is the most ethical, caring, dedicated brokerage company I have worked with. Not only are they wonderful to work with, they process and submit CLEAN files. Underwriters and Funders at our company would fight to work on their files because of their understanding of our company guidelines and their commitment to their clients. The average turn around times to underwrite and fund their files is about 10 days. It has only been a positive experience working with these women and we look forward in continuing and building a lasting relationship with Heritage. "
"I think the most valuable part of the experience for me was the fact that Wanda clearly explained the process to me, including the various terms, etc. that I am unfamiliar with. The fact that she is available to meet with at my convenience also appreciated."
-- Tracey Williams of Ojai, California
Heritage Financial was "Always available, friendly, patient and willing to make sure we understood everything and were comfortable before making a decision. The was the best customer service experience we have ever had. Thank you very much!"
-- Shaun Davis of Ventura, California
"We felt that Heritage Financial had our best interest during the whole process. A good feeling to have someone look out for us."
-- Alice Kuo and Chen Hou Lau of Pasadena, California
"Everyone was always available, friendly and extremely helpful ... couldn't have asked for anything more."
-- Polly Cusumano of Los Angeles, California
"You guys ROCK!"
-- Jackie Law and Craig Snider of Ojai, California
When asked about Heritage Financial's performance on their last transaction, the Pecchi's said "They could not top themselves! Everything went great. Very smooth and honest. They communicated; they were clear about what was needed and kept us informed continuously. Very friendly and a company we feel we can trust"
-- Vincent and Alanna Pecchi of Ojai, California
"... They (The Heritage Team ~ Wanda & Emily) are extremely knowledgible and most of all - HONEST!" They appreciated Heritage Financial "Being real with their situation - at the begining told us straight facts what would be best for us."
-- Erik and Kim Hopkins of Ojai, California
"You guys were great! I loved getting the e-mail updates and being well informed of everything that was happening."
-- Ben and Lisa Hester of Ojai, California
Heritage Financial was "Able to answer questions quickly and find ways of securing the loan."
-- Debbie Rutherford of Oceanside, California
Heritage Financial "stayed on top of me", "gave me hope", and "got me out of a bad loan." You "were nice, professional -- made this easy!"
-- Mary Ellen Collins, Camarillo, California
Heritage Financial "Acted as a guide on a passage I had never traveled."
-- William Froelich of New York, New York
"You were both the best I could ever want or need and will business with no one else ...!" I appreciated you "keeping in touch during the entire process, always answering my questions, phone calls returned promptly, very friendly and most helpful for a 'rookie' client first timer like me."
-- Marcy Rozsa of Camarillo, California
