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The Heritage Financial Group is an independent financial services firm committed to providing objective advice and professional recommendations. Our philosophy is a long-term based approach not short-term like other firms. At The Heritage Financial Group we help Create, Build, Protect, and Transfer Wealth throughout a lifetime.
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| Employee Benefits/HR Solutions |
| The Heritage Financial Group helps companies look for ways to attract and retain quality employees. We provide expertise in the marketing, design, implementation and management of employee benefits as well as human resources support and solutions. |
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| Retirement Plans/College Plans |
| Are you switching jobs? Thinking about a rollover or new retirement account? At The Heritage Financial Group we offer IRA/401(k) rollovers, Solo 401(k), Keogh Plans, SEP, Roth and Traditional IRA’s. Thinking of saving for your child’s education? Open up a 529 Plan today. |
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| The Heritage Financial Group provides a full spectrum of products for all your insurance needs; the right products, the right carriers. We represent only top companies whether it be for life, health, disability, long-term care, general and professional liability, property and casualty, and workers compensation. |
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| Mutual Funds/Managed Accounts |
| Want to create a mutual fund portfolio or a managed account? Not satisfied with your current one? Choose from over 10,000 mutual funds or from some of the most respected money managers responsible for managing portfolios for individuals, universities, charities, and pension funds worldwide. We can help you on your current portfolio or help in selecting a new one. |
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