Secure Heritage Insurance Agency

Advantage program was not going to be available for the coming year. Phil walked us through our options and help to determine what would be best for us. Great experience.

We are very happy working with Secure Heritage Insurance and definitely recommend them. Right from the start phill, patiently, explained all the health Insurance options that met our needs. Since then, Phil and Taylor have always been available, either by phone or in person, to answer any questions pertaining to our policies. They are both very knowledgeable and efficient in dealing with complicated insurance matters.

Secure Heritage Insurance has been amazing to work with. I was shopping for auto insurance and Jenni did an outstanding job of finding me the best policy, with triple the coverage I had from my previous company and saved me $70 per month! She helped me understand the level of coverage I was getting with my old carrier and how there were huge gaps by only having the state minimum coverages. I kept the same deductible, have triple the coverage, and I understand exactly what I’m getting with my premium. So thankful to Jenni, Phil, Patty and the entire team at Secure Heritage Insurance.

Insurance can be very hard to understand. Secure Heritage does a great job in educating you on retirement planning and road mapping a plan that suits you. Very satisfied working with Secure Heritage and highly recommend them!

Phil is amazingly knowledgeable about the complexities of health insurance and it recognized as the local expert. He spends the time to ensure that clients and potential clients understand their choices and patiently advises them regarding regarding best options. If you have health insurance or Medicare questions, Phil is your GO TO person for answers.