by Allyson Brocious | Mar 19, 2025 | In the News
Heritage Financial Consultants is pleased to announce that Paul Baader has joined the firm as a Financial Planner. With over two decades of...
by Alison Moreland | Mar 7, 2025 | In the News
Heritage Financial Consultants is proud to announce that Pete Sharpe has joined the firm, bringing over 41 years of experience in the financial...
by Alison Moreland | Dec 23, 2024 | In the News
Heritage Financial Consultants is pleased to announce that Jeff Colbus has joined its team of financial professionals. With over 30 years of...
by Alison Moreland | Dec 20, 2024 | In the News
Heritage Financial Consultants is excited to announce the addition of Courtney C. Caldwell to its team of financial professionals, effective...
by Amanda Lang | Oct 28, 2024 | In the News
Heritage Financial Consultants is pleased to announce the addition of Mark D. Bookbinder, a seasoned financial planner with a strong background in...
by Amanda Lang | Sep 12, 2024 | In the News
Stacey has been named a Financial Literacy Champion finalist by InvestmentNews on September 9th, 2024 for the period from 1/1/23-7/12/27. The...
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