Heritage Financial W Ojai Ave, Ojai

Heritage Financial Reviews

• N

  Nina Menconi
  5

  I cannot say enough positive things about working with Emily & Hannah. I have now re-financed my home 3 times with them, and each time they've made it such an easy, smooth process. Emily always manages to find elegant solutions to any issue or complication, she really is a magic maker! And will patiently explain every part of the process. Communication is always quick and so helpful. Not to mention they are both just lovely humans :) Thank you both for all your help always!!

  Response from the owner

  Thank you so much for the kind words, Nina. You are always such a delight to work with!

• K

  Katheryne Miller
  5

  My husband and I used Heritage Financial for a re-fi last year and a new home purchase out of the area last month. I was beyond thrilled to work with them as they were prompt to return calls, answer questions, and answer them clearly. They got us great rates and their communication was superb! They took the time to get to know me and my needs. I will 100% use them in the future.

  Response from the owner

  Thank you Katie! We love working with you and your family and wish you many happy adventures in your new home.

• B

  Bryant Huber
  5

  Emily and Hanna of Heritage Financial are simply the best! Our home loan origination was very difficult, and they were stellar. Emily was patient, tenacious, and calming during a stressful and complicated process. If you are looking for personal service and a home-town community Mortgage Broker, look no further. When it comes to having the right professionals in your corner, it does not get any better than Heritage Financial!

• A

  Angelica Karlak
  5

  I had such a wonderful experience working with Heritage Financial! Emily snd Hanna are outstanding! They made the process of buying a home so easy and stress-free. I couldn’t have done it without them!

  Response from the owner

  Thank you Angelica! We were so thrilled to play a part in your first home purchase and just love working with you and your sweet family.

• T

  Tonya Peralta 805.794.7458
  5

  Emily and Hannah were terrific! They were communicative, professional and overall just on top of it all!

  Response from the owner

  Thank you Tonya! It's always a pleasure doing business with you.