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Our Story
Welcome to Heritage Benefits, where your financial well-being and healthcare planning are our top priorities. With over 30 years of experience in the financial services industry, my husband Mike and I have dedicated ourselves to helping individuals and families secure their financial future. Whether you’re planning for retirement, managing investments, or navigating the complexities of Medicare, we’re here to provide expert guidance tailored to your unique needs. We are here to educate and support you in making informed decisions that pave the way for a stable, prosperous future.
Our Mission
Our mission is to offer personalized attention to the things that matter most to you—whether it is navigating the complexities of Medicare or ensuring your financial needs, such as life insurance, final expense coverage, and critical care protection, are met. We are committed to delivering reliable, trustworthy service so you can feel secure and protected. Together, we'll find the right plan tailored to your needs, giving you the peace of mind you deserve.
About Us
At Heritage Benefits, we provide a variety of solutions tailored to your unique needs. From Medicare Advantage and Medicare Supplements to Part D prescription drug plans, Dental and Vision coverage, Life Insurance, Final Expense, and Estate Planning, we’ve got you covered. We’re committed to offering the right financial and health insurance options to ensure your peace of mind.
Medicare has neither endorsed or reviewed this information. Not connected or affiliated with any United States Government or State agency. We do not offer every plan available in your area . Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
Stacey Stokes
973-713-7268
staceystokes@heritage-benefits.com
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