Heritage Realty

Heritage Realty is a boutique real estate brokerage based in Eagle, Wisconsin, that serves clients in Southeastern Wisconsin including Mukwonago, East Troy, Elkhorn, Waukesha, and Dousman. The team assists buyers and sellers with residential sales, listings, buyer representation, and transitions into assisted living, emphasizing personalized guidance and local market expertise to protect clients' investments.

The brokerage operates on a 'people-first' philosophy that prioritizes the human experience over volume, combining deep market expertise with a human-centered approach to ensure every client feels supported throughout the transaction process.

The business offers a variety of property types for sale and purchase, including commercial, condo/coop, investment, land, mobile/manufactured, residential, single family, and townhouse properties, allowing clients to search across multiple categories.

Clients can start their home search by using the online property filter on the website, where they can select property type, number of beds and baths, and set minimum and maximum price ranges from $100,000 to $20,000,000.

The brokerage provides services for both buyers and sellers, offering buyer representation and seller listings, while also assisting with the specific process of transitioning clients into assisted living arrangements.

Some reviewers on Reddit have expressed strong dissatisfaction, with one user describing an experience where they were charged a $450 cleaning fee upon move-in, which they felt was an unfair practice for a rental property.

The business is led by Bernadette Weiss-Rhodes, Bernie, and Melissa Dooley, who are listed as key team members with their own direct contact numbers and email addresses available for client communication.

Heritage Realty operates with extended hours, opening from 10:00 to 19:00 on Mondays through Saturdays and from 10:00 to 18:00 on Sundays, allowing clients to visit or contact them during most of the week.

The brokerage utilizes a rigorous, data-driven strategy alongside its people-first philosophy to maximize client returns, ensuring that the person behind the deal remains the primary focus rather than just the transaction.

The firm's mission is to protect the value of a client's home with the same care given to their family, aiming to ensure more hard-earned equity stays in the client's pocket through sophisticated negotiation and local market insight.

Heritage Realty was founded on the belief that relationships should drive results, choosing to prioritize quality over volume to provide an elevated experience rooted in transparency and financial precision.

The brokerage maintains a commitment to longevity, honor, and deep-rooted community knowledge, upholding high industry ethics to ensure their reputation stands the test of time.

The website includes a comprehensive disclaimer stating that all information provided is for general purposes only and that users place reliance on it at their own risk, while also noting a commitment to providing an accessible website for all users.

You can reach Heritage Realty by phone at +12622905275.

Heritage Realty has official profiles on Facebook, Instagram.