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We have been using of American Heritage Investment and Retirement Center for many years. Their customer service is very professional, helpful, trustworthy, and friendly as well as being prompt in getting back to you. When we began using the American Heritage Investment and Retirement Center, the team was able to guide us as to where we should invest our money making sure that we would feel confident in our plan. American Heritage treats you like family! 

Todd's financial proficiency and knowledge as well as his ability to find a product that is unique to my specific needs, gives me peace of mind that my retirement accounts are in order. Todd checks in with me regularly to be sure that we are still on the same path as far as the financial growth, and to be sure that my original goals for retirement haven't changed. I can always count on the American Heritage Investment and Retirement Center team to be professional and trustworthy!

This statement is a testimonial by a client of the financial professional as of 7/8/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Tim, you have been most awesome with keeping me up to date and well educated as to how to work with my finances. You have given me solid advice for over 10 years. You make an effort to reach out and set up a few appointments each year to discuss how best to work with my money choices concerning all investments and any life changes that may have an impact on my finances. Any time I have contacted you with questions or help, you have responded quickly to address any concerns. Every time I walk into one of the American Heritage Federal Credit Union branches, I feel comfortable and welcome. There has always been someone I can speak with to discuss any financial concerns. Tim, with your financial help I have been able to attain whatever goals I have had so far. 

This statement is a testimonial by a client of the financial professional as of 7/8/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

We were unhappy with our previous advisor at a different company and reached out to American Heritage Investment and Retirement Center to inquire about their services. We were so impressed at our initial meeting with Ben Schleicher that we made the change at that first meeting. Ben walked us through everything we needed as we both transitioned from full-time jobs to part-time to full retirement. He has a way of explaining things that make it easy for us to understand and connects any changes to our situation and goals. Ben’s planning extends beyond the current meeting, with defined plans for the next 3-6 months. Ben has also helped with short-term financial plans as we sold our house and moved to new construction. It's a pleasure to work with him and we are confident that he has our best interest in mind.

This statement is a testimonial by a client of the financial professional as of 3/19/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.