Financial consultant, Consulates
Heritage Benefits
Heritage Financial Consultants is a leading wealth management firm headquartered in Hunt Valley, MD, with additional offices in Delaware, Virginia, New Jersey, Pennsylvania, and Florida. They offer a comprehensive range of financial planning services, including investment management, estate planning strategies, retirement planning, risk management, insurance, and business ownership succession planning. Their team of experienced planners and staff are dedicated to providing personalized solutions to executives, business owners, retirees, families, corporations, and nonprofits. As a registered representative of Lincoln Financial Advisors Corp., Heritage Financial Consultants offers securities and investment advisory services, with insurance options available through Lincoln affiliates and other reputable companies. They prioritize client success and provide valuable insights through their client communication and speaker series. With a commitment to excellence, Heritage Financial Consultants is recognized as one of the largest wealth management firms in the Baltimore area and has been independently nominated and granted prestigious awards for their outstanding services.Generated from the website
