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 Veterans
LTC - Testimonials
What a fabulous resource Heritage Financial North have been in
assisting with securing benefits for my dad. They deserve a medal
for the time and effort they put into serving our veterans and their
families. Without them, I doubt that I would have been able to
accomplish what they helped us achieve. My dad is now receiving the
benefit. Thank you so much!
E. Daly, San Mateo CA
Thank you for all of your help!! I cannot tell you what a
tremendous, unbelievable help you have been through this process!
You have helped our lives so much, last night I was finally able to
sleep all night knowing that we have found my dad a new home and
will have the VA pension benefit to help pay for it.
Thanks you again and god bless,
A. Cshuba, Pleasant Hill CA
Thank you so much for helping us through the arduous process of
applying for and receiving VA pension. Every step of the way was
truly a joy because you are extraordinary in so many ways. It is
always a pleasure to interact with you and your fine staff.
Marion & Leonard, San Mateo CA
Our sincere thanks for all your assistance in helping us navigate
the complex terrain of my dad’s Veteran pension benefit, which due
to your expert counsel, we were able to obtain for him in a way that
preserved family assets.
You were exceptionally knowledgeable, quick to understand our
particular challenges and translate these into a variety of
recommendations and solutions for our family’s consideration –
options that, without your assistance, we would quite likely not
have been able to find.
You were incredibly patient (particularly with my dad), seemingly
unbothered by having to repeat details that we had difficulty
grasping the first time around, and always fast to respond to our
many questions and allay our many fears about this whole process.
This is a very difficult and challenging time of life for my
parents, and your compassionate approach and willingness to take
whatever time was necessary was deeply appreciated by us all.
Ultimately, it was your assistance that helped us make the right
decisions for my dad and mom, at this point in their lives where
making less informed decisions could have had terrible and
potentially irreversible impact.
We have sung your praises to many we have spoken to in this journey,
and will continue to do so. We will always be in your debt.
With thanks,
H. Mason, Palo Alto CA
“From start to finish, Heritage guided my brother and me through the
details and paperwork. We couldn’t have done it without them.”
J. Gray and R. Hill, Montara CA
From the very first telephone call to Heritage Financial North, the
service and personalized attention we received were extraordinary.
We experienced first hand how well equipped they are to guide one
through the process of discovering optimal asset management and
financial options, specifically in the content of applying for a
veterans benefit.
Of equal importance to professional skills and client goals are the
personal qualities that shine forth in every interaction with HFN.
Each individual worked together seamlessly to help us always feel at
ease and stay on target. We were always greeted with a warm,
friendly and caring attitude but yet we could sense clear and
evident displays of dedication, passion and compassion however
subtle. Those who are gifted with good people skills are all too
rare today unless you have the opportunity too do business with
Heritage Financial North. This is a firm blessed with leadership
that exemplifies what it means to interact on a personal level which
is both natural and pleasant combined perfectly with the
professional aspects of doing the business of financial planning.
N. Eagan, Daly City CA
I am forever thankful to you for your help with the VA pension for
my Mom. Yesterday I received confirmation that she will begin
receiving her benefits. It is so much more than I would have ever
hoped for. God Bless you and all your colleagues for all your help.
G. Eddy, Clayton CA
The Team at Heritage Financial was absolutely essential in assisting
me successfully through the maze of VA requirements. They were
consistently informative, helpful, supportive and caring. They
quickly responded to questions and always "knew their stuff". I have
complete confidence in them and highly value them as consultants and
friends. I heartily recommend Heritage Financial North to anyone who
is considering the VA sign-up process.
P. Smith, Cupertino CA
Heritage Financial has been an incredible help to our family for
Veteran’s entitlement benefits. My father is a World War II Veteran
and was hoping to receive benefits to help him support my Mom who
has vascular dementia. Both of them live in an assisted living
residence. When Dad initially applied for VA benefits on his own, he
was denied the assistance. The help from Heritage Financial was
extraordinary and a valuable resource. Their follow up is quick and
informative. It has been a worthwhile venture for Dad and for us to
have Heritage Financial help us through the entire process. We
highly recommend Heritage Financial as they are the true experts.
L. Doolin, San Jose CA
My parents just received the Veterans Benefit Approval and the
retroactive check. They are so happy!! It has really taken away the
worry they had about their monthly expenses. Thank you so much for
your attention to their case. Because of your initial presentation
and your extensive follow-up, we really have a better handle on
their finances for the present and the future. I very much
appreciate your help in dealing with all the issues, so thank you,
so much! You were always extremely knowledgeable and could explain
things clearly. You were prompt in returning phone calls and so
patient in answering questions. Thanks so much!!!!
J. Lorraine, Santa Cruz CA
My mother and I wish to thank you for patiently and cheerfully
guiding us through the confusing and complicated process of getting
the Aid & Attendance veteran's widow's benefit. It has enabled Mom
to afford to move into a nice assisted living facility with which
she's very satisfied. We never could have navigated the system
without your expert help and we are eternally grateful. Thanks for
being there when we needed you.
C. Buckingham, San Francisco, CA
“From start to finish, Heritage guided my brother and me through the
details and paperwork. We couldn’t have done it without them.”
J. Gray and R. Hill, Montara CA
I am forever thankful to you for your help with the VA pension for
my Mom. Yesterday I received confirmation that she will begin
receiving her benefits. It is so much more than I would have ever
hoped for. God Bless you and all your colleagues for all your help.
G. Eddy, Clayton CA
The Team at Heritage Financial was absolutely essential in assisting
me successfully through the maze of VA requirements. They were
consistently informative, helpful, supportive and caring. They
quickly responded to questions and always "knew their stuff". I have
complete confidence in them and highly value them as consultants and
friends. I heartily recommend Heritage Financial North to anyone who
is considering the VA sign-up process.
P. Smith, Cupertino CA
To say you were an angel in a time of turmoil is an understatement.
When my father at age 90 left his home of 40 years to move into an
assisted living community, we were at a loss. I was living out of
state and he was worried how long his money would last.
Then someone at the facility suggested we contact Heritage Financial
North. We setup up that initial appointment; it was at that moment
we felt we were not alone. You walked us through every step of the
process, you answered our numerous calls, you followed up with us to
insure the mounds of paperwork got submitted correctly and made
recommendations on other organizations that proved to be essential
to the entire process.
Because of your thoroughness and attention to detail, my father
received his benefits in record time. We are absolutely positive
there was no way we could have done this without your assistance. We
would have thrown in the towel early on.
Today, almost a year later you are still there to help when a
question arises and we thank you for your time, patience and caring.
Without you, my father would not have the security and peace of mind
he has today. You were and continue to be our angel.
I would recommend that every retired veteran contact Heritage
Financial North to insure they are receiving the benefits they so
truly deserve.
Warmest regards,
D. Fannin PA
Thank you for the help and guidance you provided to us in the quest
of Veterans Benefits for my husband. We are so pleased that the US
Government is rewarding him with Veterans Benefits because of
service to his country during World War II.
C. Deeney – San Carlos CA
Thank you very much for your work and support in getting approval of
my VA Pension. Your guidance, along with excellent preparation by
the Veteran Officer was responsible for approval on such short
notice. We can't thank you enough! This approval will allow my wife
and I to stay permanently at the assisted living facility. Our
finances would not have supported a long term, permanent, residence.
Thank you again. Your help made it all happen!
Yours truly,
H. Armstrong San Jose, CA
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