Welcome To Heritage Companies
The Heritage Companies associates are independent insurance agents and financial advisors who have specialized in employee benefit management services for over thirty years in Kansas City.
Independent Insurance Agents
Recognized as a local leader, our goal is to provide clients with more than just good insurance plans at affordable prices. We want to help you determine and implement strategies to achieve your goals.
Independent Financial Advisors
Your financial planning and insurance are too important and too complex to be handled with a “hit or miss” approach. Everyone promises good or even excellent customer service. Our promise is different…
Let us transform your experience from ordinary to extraordinary. Our goal is to exceed your expectations. Our philosophy and approach combines custom plans with highly personalized service and support. The result? Greater
consistency and less complexity for everyone.
Benefit Management Services
Heritage Companies provide Employee Benefit Management Services to employers to make the process a smooth one.
Please feel free to Contact Heritage Companies for more information.
Three years ago I engaged Heritage Companies as our health insurance broker. To my pleasant surprise they have provided services well beyond what I expected from an insurance broker. They truly partner with us allowing us to offer the best benefit package possible that we can afford.
Our Heritage agent came to our office to answer everyone's questions about the health insurance plan and took us step by step through the benefits. He was willing to go talk to the health insurance rep face to face to work out a deal on our behalf. I have been very impressed with the amount of time and effort he put into making sure we understood what we were buying into, which helped us provide a valuable benefit to our employees.â€
April 29, 2011