Heritage Financial

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403 W Ojai Ave
Ojai, CA 93023
Heritage Financial is a locally owned and staffed mortgage brokerage offering home loans with great rates, competitive fees and quality service. We have helped people from every stage of life and every budget, from first time home-buyers to million dollar homeowners. Call us today.

Reviews

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4.58 reviews
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Char M.
8/4/2025

My husband and I just completed a loan process with Heritage Financial and couldn't be more impressed with the service we experienced!! Emily and Tennay are astute, accomodating, efficient and...

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Little P.
11/23/2023

Called us back once then they disappeared and we never heard from them again, if you want to be ghosted you'll be pleased but if you actually need a loan I'd go elsewhere FAST.

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Robby H.
2/1/2019

Heritage Financial is an experienced, professional and courteous organization. Their communication and timeliness is excellent. It is obvious that their knowledge of the industry is extent and...

Randy M.
4/5/2021

Emily and her team are great to work with. She explains everything thoroughly, responds to emails promptly - got us the best rate possible and made the loan process smooth and easy.

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Liesel R.
9/1/2017

Emily is wonderful! We felt taken care and supported through the entire loan process. I can't recommend her highly enough!

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