Heritage Financial Advisors
We use a "holistic approach" to financial advice. Our systems, procedures and techniques have been refined by years of experience help make us an efficient and productive wealth management company. We work with those that are just starting out to those with a large net worth.
We Are:
Consultants, not dictators – We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
Committed – We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that best meets your needs and desires.
There for you – We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
Qualified and experienced – We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only ... to better serve you with the latest in products, services and tax strategies.
We Provide:
Technology – View your account statements, account values, holdings and transaction histories online. Use the online Client Vault to store all of your important documents, i.e. wills, trusts, tax returns, account statements all in one place.
Independent products – We do not offer any proprietary products, we can choose from literally thousands of products in the financial services industry. The only caveat is that the products or services meet your needs and desires.
Independent Contractor of Money Concepts International, Inc.
Securities Offered through Money Concepts Capital Corp., Member FINRA / SIPC | finra.org | sipc.org
11440 North Jog Road, Palm Beach Gardens, Florida 33418 | 561-472-2200 | www.moneyconcepts.com
Not FDIC Insured | No Bank Guarantee | May Lose Value
Broker References: brokercheck.finra.org