Customereye

Heritage Associates

Finance & Insuranceheritage.associates

Review data last updated .

Based on public reviews and response behavior.

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100 reviews over 776 days (about 3.9 per month). Busiest month: 9% of reviews. Languages: en 97%, unknown 3%.

Overall Score

72/100
4.88 ★ average rating · 100 reviews

Competitive Performance Rank

Among fully-analyzed Finance & Insurance companies

#178of 1034
Top 17% · Top Tier
#1 (best)#1034 (worst)
#176Peer
#177Peer
#178This company
#179Peer
#180Peer

83 companies not ranked: no reviews in the last 12 months or too few reviews we can score

Overall Customer Sentiment

Category Leader

81% of reviews positive, 17% negative

81%
positive
  • Positive81%
  • Neutral2%
  • Negative17%

Sentiment Balance

Covering June 2026 — 4 reviews, not the company's full review history.

positive
  • Positive
  • Neutral
  • Negative

Takeaway: Positive sentiment accounts for 100% of reviews in this period, with 0% negative and 0% neutral.

Sentiment Trend Over Time

Reviews (Count)
HiddenHidden

Theme Distribution

Share of theme mentions

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