Homeland Estate & Financial Services

Donald M 

on BBB

5 years ago

HEFS has provided my family with sound advice and solid financial planning services for several years. They have been very responsive and carefully answered all our many questions. Our HEFS adviser truly understands our family's needs, stays current with them, and consistently provides useful and relevant service and advice. We highly recommend this firm. 

Carolyn E 

on BBB

5 years ago

My husband and I have worked with ***** since 2002. He has always listened to what we wanted to do in our retirement and gave us suggestions to make that possible. I lost my husband earlier this year and ***** was there to help me through it. My husband was the one that took care of all our financial matters and when he passed I was at a loss. ***** always took my calls whenever I needed him. To the point when I was out of town and needed some papers out of my trust, he went to my house and ******* them to me. He has been ve... read more

Lynne G 

on BBB

5 years ago

We first started working with them about 5 years ago, when we set up an annuity with a rollover of funds. But it wasn't until my husband passed away, a month ago, that I really began to actively work with them on how to structure my future. Mr. ***** help has been immeasurable! I have a working plan, explained to me so that I can understand, and my future now looks a lot brighter than I thought it would. He has made it so easy for me to get done what I needed to, at a time when life was overwhelming me. He has helped me figu... read more

Debra R 

on BBB

5 years ago

***** and now **** have been with me for a very long time. I recently lost my husband and they had it all figured out how would be living after he passed. ***** is extremely knowledgeable and always is looking out for his clients and their best financial needs. THey always have various synopsis to help them. I highly recommend them. They always get back to you in a very prompt manner and make their long drive for everyone that requires their assistance. ****** * 

Dr.Burt and Carol W. 

on BBB

6 years ago

My wife and I first crossed paths with HEFS and Mr. ***** ***** in 2002 while we were living in Asheville, NC. Within days of first contact. Mr. ***** drove across the state to our house to discuss our financial situation and goals. We had previously never encountered a financial advisor with the educational background and experience demonstrated by Mr. *****. Over the years (now 2019) his advise has been of tremendous value. He has helped us establish various financial instruments that have helped preserve and grow our fina... read more

Bill H. 

on BBB

6 years ago

Over the past 15 years, ***** ***** and his team have provided my aunt and uncle with sound advice and provided them with a full review of what they needed to have in place. Moving forward to the last three years, after the passing of my uncle, I have been asked by my aunt to help out. How pleased and relieved I was to see that ***** and his team were equally willing to support me in providing the common sense and professional advice and skills needed to make sure all my questions were answered. In summation, I feel complete... read more

Kenneth and Maureen S. 

on BBB

7 years ago

We found Homeland Estates and Financial in 2015 as we flipped through Facebook. ***** was having a seminar about retirement at a local convention venue. We decided that we would attend, being we were thinking about retiring in the near future. The seminar was very informative about Social Security and other retirement information. There was no pressure and was an open floor for questions and answers. If you needed personal questions answered that were not addressed at the seminar, you could make an appointment and ***** woul... read more

Jo Ann G. 

on BBB

7 years ago

I am impressed with the scope of knowledge and products, offered through Homeland Estates & Financial Services offer. Owner ******* ***** took time, on several occasions, to review the options open to my family with our estate planning. He was able to communicate complicated estate tax issues in an understandable format. 

John M. 

on BBB

7 years ago

I have been working with Homeland to help with their clients' legal needs for over a decade. I have always found them to be knowledgeable and professional in assisting their clients and routinely go the extra mile to make sure they are taken care of. Highly recommend!