Heartland Retirement Group
9245 Northpark Drive, Urbandale, IA 50131
Hours open
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:00 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Heartland Retirement Group is an insurance agency located at 9245 Northpark Drive in Urbandale, Iowa, United States. We specialize in providing retirement planning and insurance solutions to help our clients secure their financial futures. Our team of experienced professionals is dedicated to helping individuals and families navigate the complexities of retirement planning, offering personalized guidance and comprehensive services. Whether you are looking to protect your assets, plan for long-term care, or ensure a comfortable retirement, Heartland Retirement Group is here to help you every step of the way. Visit us today to learn more about how we can assist you in achieving your financial goals.
Reviews
"This was absolutely the worst experience. Signed husband on to new Medicare policy and life insurance. Said they would take care of everything including getting getting Rxs transferred over. After realizing what a mess this was, husband wanted to cancel the new coverage and stick with old. Supposedly it was taken care of but just got an email from new company indicating it wasn’t. The life insurance policies were entered with wrong social security numbers and they didn’t get beneficiary information. The two that came out to our house were suddenly unresponsive and then their supervisor called stating wanted to get everything straightened out. He set an appointment and then canceled and now won’t respond d. This is the Heartland out of East Camelback in Phoenix Az. Buyer beware. They take advantage of seniors and should lose their license in my opinion."
"My name is Jeanine. I have had Kellan Smith for my insurance man for over a year now. This man goes above and beyond to help with any situations I've had. Also very prompt in calling me back. He is the best representative I've ever had."
"My wife and I met with Kellon Smith to review our Medicare supplement insurance plans. Kellon did a great job describing various options and submitted the applications for us. We were very pleased and impressed with Kellon and look forward to doing our business with him in the future. We would highly recommend Kellon to anyone."
"We are very pleased with Kellon Smith and the Heartland team he works with! At our initial meeting the information was covered thoroughly and answered all our questions without making us feel ignorant. We were very comfortable with making the changes to our insurances and investments. We have and will continue to refer Kellon and the Heartland Team to our friends."
"Our agent was very personable until we signed our new insurance policies. He told us he would take care of canceling our old insurances. Needless to say, the following month. The new and old insurances was withdrawn from our accounts. Called the agent to get help. He became a ghost. Would never answer my calls or text. Sorry excuse of an agent."
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