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Business Profile

College Savings Plans

Heritage Education Funds

Headquarters

This business is NOT BBB Accredited.

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Reviews

This profile includes reviews for Heritage Education Funds's headquarters and its corporate-owned locations. To view all corporate locations, see

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Heritage Education Funds has 16 locations, listed below.

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    Customer Review Ratings

    1

    Average of 4 Customer Reviews

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    Review Details

    • Ingo L

      Date: 25/05/2024

      I regret my decision to contribute into this fund. The earning projections at the time of sale appear widely exaggerated compared to what is actually paid out. The fees are gobbling up most of the returns and at the end, you get not much more than the money you paid in, plus the government subsidy. *** *** *** * ****** ****** ** ********* **** * ******* ******* *** ****** **** ********* *** * **** *** ****** ******* I kept the projections at the time of the sale, all annual statements and the final statement.

    • Cemal C

      Date: 06/11/2023

      I thought this is a non-profit organization I thought they save every dollar I contribute it goes towards to my kids education plan when a agent came to my home I asked him are you going to charge me any money for doing this education plan he said (JOEL M.) absolutely nothing he is doing this because he likes to help people I am trying to get supervisor attention your sales agent mislead me if I new he is making thousands of dollars from me I would never go head with this plan .* ********* ****** ** **** **** **** ******* ***

    • Dana S

      Date: 15/09/2022

      * ******** **** **** **** ******* * **** *** ** ******** * ******* ** ** ** ** * *********** ******** **** uses the terminology, "It is only an illustration" when it miserably fails to yield any growth! They use a wonderfully positive 'illustration' to lure you in and then purposefully increase payouts to other clients devaluing your own plan. This was actually told to us in writing when we queried why we have a total of only $1,055 of interest for the FOURTEEN YEARS that they had our money. We have been financially violated (I want to use another word but it wouldn't be appropriate here) by this company and our son is out 14 years worth of interest for his college fund. We have canceled our plan and recovered $1209 less than what we put in 14 years ago. I warn you to stay away from this company. They now are called KFF. **** ********************* ************* ********* ************

    • Jiepeng T

      Date: 17/08/2022

      Today I contact ********* ***** to ask about my statement and the $4700 sales charge of the plan. The online agent transfer us to a Heritage agent called Jasneet. And when we asked her why our plan get converted and can't get the sales charge back she just left the conversation. This is really bad. * ***** ****. I will try to transfer my investment to other finance institute. Here are the copy and paste of the last converstations: AgentAug 17, 2022, 10:17am I am not sure how you buy the units as I am not licensed, so can contact your sales representative to know that. ******* ***Aug 17, 2022, 10:18am well. I don't even have a sales representative to manage my account now. So who should I ask? So will I get it back when we pay off our last scheduled contribution? AgentAug 17, 2022, 10:21am Unfortunately, Sales change will not be returned as now plan is been converted into Family single student plan ******* ***Aug 17, 2022, 10:22am You mean if it's not converted to Family single student plan, we could get tit back? So why do you convert? AgentAug 17, 2022, 10:23am Yes before under Heritage Sales charge was returned but not full as was not giving benefit to customers so plan was been converted. ******* ***Aug 17, 2022, 10:23am And I received the email to contact you to assign a new sales representative to us Agent left conversation Conversation Ended

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