Wealth of Heritage
Insurance
0.0/5 (0 ratings)
Company Information
Founded in 1991, Wealth of Heritage has built a reputation for financial integrity and client advocacy. We specialize in providing strategic advice on mortgage lending and investment management.
- https://www.wealth-of-heritage.com
- contact@wealth-of-heritage.com
- (940) 605-4209
- 34479 Mayert Pass , Jacksonville , Louisiana
Performance Metrics
2
Resolved Complaints
67%
Response Rate
2 of 3 complaints resolved
Avg. Response Time:
0 days
Complaint Statistics
Total
Resolved
0
Pending
Recent Complaints
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Resolved
Verified
2025-05-15
ATM malfunction at Wealth of Heritage resulted in lost funds
I discovered unauthorized charges totaling $107.94 on my Wealth of Heritage account on December 5, 2024. I immediately r...
Zack Stiedemann
76
1
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Contacted Company
Verified
2025-04-13
Unresolved issue with Wealth of Heritage product
I purchased a plan from Wealth of Heritage on May 10, 2017. Shortly after using it, I experienced couldn't access my acc...
Claude Cummerata
326
1
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Resolved
Verified
2024-10-04
Investment misrepresentation by Wealth of Heritage advisor
I've been a customer of Wealth of Heritage for many years with a retirement account account. On December 26, 2024, I not...
Gino Skiles
272
1
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Company Rating
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