Who We Are
At Heiar Insurance & Estate Planning, we believe that building strong relationships is the key to our success. With two generations of service to the community, our agency has been dedicated to providing innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Our mission is to provide the families and businesses we serve with the guidance and expertise needed to navigate the complexities of financial planning.
Our Expertise
As a leading insurance and estate planning agency, we offer a wide range of services designed to meet the unique needs of our clients. Our team of experienced professionals has a deep understanding of the financial industry and is committed to providing customized solutions that align with our clients' goals and objectives.
Insurance Solutions
Insurance can be a powerful tool for protecting your financial future. At Heiar Insurance & Estate Planning, we offer a variety of insurance solutions designed to protect more than just your life. From Social Security benefits to retirement income, our insurance plans are designed to provide peace of mind and financial security.
Legacy Planning
Proper legacy planning and preservation is a cornerstone of any successful retirement plan. At Heiar Insurance & Estate Planning, we understand the importance of ensuring that your wishes are respected and your legacy is preserved for future generations.
Partnerships
We have formed unique partnerships with Melick Law and financial advisors to ensure that our clients have access to the best possible resources and expertise. Our partnerships are designed to provide our clients with a comprehensive approach to financial planning, tailoring solutions to meet their individual needs.
Medicare
Planning for retirement involves considering a wide range of components, including Medicare. At Heiar Insurance & Estate Planning, we understand the complexities of Medicare and are committed to helping our clients navigate the process and make informed decisions about their financial future.
Contact Us
We invite you to learn more about our agency and the services we offer. Contact us today to schedule a consultation and take the first step towards securing your financial future.
General Impression
The overall sentiment of the reviews is overwhelmingly positive, with 11 out of 12 reviewers giving Heiar Insurance a 5-star rating.
Excellent Customer Service
Many reviewers praised the exceptional customer service provided by Matt Heiar, Sandy, and their team. They were described as friendly, calm, and knowledgeable, making the insurance process easy to understand and manage.
Insurance Expertise
Reviewers appreciated the team's expertise in insurance, with many stating that they were able to answer all their questions and provide guidance on their insurance needs.
Personalized Experience
Several reviewers mentioned that they felt comfortable and supported, with Matt and Sandy taking the time to understand their individual needs and provide personalized solutions.
Highly Recommended
The majority of reviewers highly recommended Heiar Insurance, stating that they would send everyone to Matt and his team if they could.
One Negative Review
One reviewer, Billy P., gave a 1-star rating, but did not provide any specific feedback or comments.
