Heritage Fund Realty and Investments

I came to Patrick with the goal of purchasing my first home. We started the process by making sure I had what I needed to stand out as a strong buyer. We reviewed strategies to optimize my credit score and looked over first-time home buyer loan options. When I finally found the perfect home, Patrick coached me to submit an offer that was achievable for my financial situation but also competitive in light of the current market. I had many questions and needed much guidance along the way. Patrick was patient and explained every step of the process in understandable terms which allowed me to feel confident throughout the entire experience. Patrick and his associates at Heritage Fund Realty also offer the full scope of real estate services which simplifies the process for any seller or buyer. I definitely plan to reach out to Patrick and his team for any future investments.

Patrick did an amazing job on renting our investment property in Brentwood. We received key on mid-March and Patrick is able to get it rented out in ~1 week.

Good job on listing on multiple platforms, generated good interested (100+ contacts, 6 applications), and helped us with final maintenance before we hand the key to the rentee.

Would work again with Patrick again on my future projects!

I worked with Heritage Fund Realty with I was trying to fix my credit. Patrick was great to work with. He was patient and communicative. He walked me through all of the ways to build my credit, but also discussed ways to build wealth and develop a better financial lifestyle.

Patrick helped me create a savings account for my children on the fidelity website. He also helped me create a college fund that worked with my budget. He was extremely helpful, he takes his time explaining things. He talked to me about building wealth and making good decisions moving forward. Update: With the help of Patrick and budget planning I have tripled the amount of money in my savings. This was the best decision I made in making an appointment it really eased my anxiety about my future and my children’s future. Thanks!