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Coastal Style Magazine Shares What Sets Heritage Financial Consultants Apart

 As Heritage Financial Consultants sets its sights on Worcester County, Eastern Shore’s top magazine interviews John McCarthy and John ‘J.D.’ Donaghy

The Eastern Shore in Maryland is known for its fresh seafood, sport fishing and bustling beach towns; and more recently it has attracted top-tier businesses. Heritage Financial Consultants, which currently has an office in Preston, Md., plans to expand its service to residents on the Eastern Shore by focusing on Worcester County.

Financial Planners John McCarthy and John ‘J.D.’ Donaghy recently spoke with Coastal Style Magazine, one of the top magazines on the Eastern Shore, to discuss the firm’s growth and what makes it stand out compared to other financial service firms.

“We like to think of ourselves as the quarterbacks of our clients’ professional team that they have assembled over time. We have the staff, expertise and overview to coordinate all the components that compose a family’s assets and finances,” Donaghy told Coastal Style.

To learn more about Heritage Financial Consultants’ plans for expansion into Worcester County, click here.

 

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