Heritage Financial Partners, Llc

Description

• At Heritage Financial Partners, we partner with individuals and families to help achieve their life goals and protect their financial security. We help our clients to keep their hard earned money by minimizing their income, gift, and estate taxes. Our proactive risk management investment approach guides our clients to a smoother, less bumpy road to reach and enjoy their retirement years.The Difference at Heritage Financial:One-stop coordination of financial mattersA proven proactive investment management approachA legacy of long-term relationshipsHelp navigating through all the confusing optionsHeritage Financial Partners was founded in 1992 and has built a reputation by managing our clients finances through two recessions, four financial crises and two major market collapses. Our proactive risk management style of investing seeks to minimize losses during market declines, while making the most of bull markets. This helps to navigate a smoother, less bumpy road for our clients to reach and enjoy their retirement years.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial are not affiliated.
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  Headquarters:2021 South Webster Avenue , Green Bay, Wisconsin, United States

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  Phone Number: +1 920-435-8436

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  Website: https://www.heritagefinancialllc.com

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  Employees:6

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  Revenue:$1 - 10M

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  Legal Name:Heritage Financial Partners, Llc

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• |  NAICS Code: 523920  |

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