1052 Main St , Stevens Point WI 54481
Secure Heritage started humbly, with Phil working out of his car as he spent his days traveling from one client to the next. Eventually he upgraded to the basement of his home and began to see clients there. As more and more clients experienced the one of a kind level of education and personalized care at Secure Heritage and spread the word, they outgrew the basement and eventually took over the entire first floor of our home. With her home feeling more and more like Grand Central Station, with each new client Phil’s wife Patty advised him to find new offices. This eventually brought him to his current location in downtown Stevens Point, complete with plenty of room to house a team of agents focused on customer care and education. Secure Heritage had finally become big enough to offer all the things our clients were asking for: Medicare, Health & Life Insurance, Retirement Plans, Employee Benefits, Supplemental Insurance, Disability, Long Term & Home Care.
