About Us

About Our Company

The Heritage Financial Group is an independent financial services firm with more than 20 years combined experience. As a privately owned company, we understand the unique challenges and opportunities of closely held corporations. We face the same complex issues of business valuation, ownership succession, and strategic planning for compensation and benefits to attract and retain highly qualified employees. Throughout the years, our commitment to our clients has always been to provide professional service, superior quality, and client satisfaction.

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Contact Us

6505 Blue Lagoon Drive, Suite 110 MIami, Florida 33126
Ofc: 305.420.5707
Fax: 305.675.6350
Toll Free: 1.877.868.3055
www.theheritagefinancialgroup.com
info@theheritagefinancialgroup.com

Registered Represantative of, and securities, advisory services and variable insurance products through INVEST Financial Corporation (INVEST), member FINRA, SIPC. a registered investment advisor and affiliated insurance agencies. INVEST is not affiliated with The Heritage Financial Group. This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein. Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
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