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About Us

Finding Inspiration at Every Turn

"Having worked in senior management for three of the nation's largest banks in the late 1960s and 1970s, I realized there had to be a better way to serve and work with people with their finances in a personalized manner. In 1980, when the "Prime Rate" hit 20%, my team and I knew it was time to do what we do best; serve people with money-saving ideas and point out options that are in their best interests. It is our mission to treat each customer like family, and our hope is to gain a customer for life.”

-Jerry Anderson, President

Meet the Team

Our Story

Western Heritage Financial is headquartered in El Dorado Hills, California, specializing in both home purchases and refinances.  Our goal is to help those who might find themselves otherwise unable to get approved for a loan.  Starting out in the Bay Area in 1980, we have weathered the many ups and downs of the financial markets over the past forty-plus years. Starting out when rates were at 18%, we have the fortitude to press through these tough markets.  Our company has been listed by Goldline Research as one of California’s Top 10 most dependable mortgage companies, as well as earning the status of “Top 1%” with two of the country’s largest wholesale investors. Western Heritage Financial takes pride in its excellent reputation and association with many outstanding and reputable organizations but values the customer first and foremost.  It is with this mindset that we take pride in providing our clients with reliable and trustworthy services.

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