Heritage Financial
Financial Services • 
Newberry, Florida, United States • 11-20 Employees
Company overview
| Headquarters | 25125 W Newberry Rd, Newberry, Florida 32669, US |
| Phone number | +13524746544 |
| Websites | |
| NAICS | 52 |
| Keywords | Holistic Financial Planning, Distribution Planning, Legacy And Wealth Transfers, Portfolio Preservation, Risk Allocation And Mitigation, Tax Efficiency And Optimization |
| Employees | 11-20 |
| Socials |
Key Contact at Heritage Financial
Megan Moore
Marketing Director
Heritage Financial Email Formats
Heritage Financial uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Heritage Financial
At Heritage Financial, our focus is on gaining a complete understanding of your unique situation leading into retirement. We will gauge where you are now and use this starting point to map out the best plan of action for you. We want to ensure you understand all of your options and feel confident in the plan we create together. The end result will always be a financial heritage that you feel proud to leave behind. We do not push certain products or services, our only goal is to connect with you and implement an outstanding plan that benefits you! First, we will meet to learn more about each other and to gather information on your financial situation. At your initial meeting, we will take the time to learn about your goals for retirement and the plan you currently have. This plan will give us a better understanding of what financial heritage you want to leave behind. Next, we will explore options and create a sound plan that you can follow throughout retirement. We will never push you to agree to a financial plan that you are not 100% confident in. The time we spend together will be spent explaining the various products that could benefit you. Once we have come to a complete agreement on your plan, we can begin the implementation phase. During this time, we will continue to check in on you and your plan periodically to ensure that everything is still going according to plan and that you are leaving behind a financial heritage you are proud of. Financial planning and Investment advisory services offered through Prosperity Capital Advisors.
Heritage Financial revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Heritage Financial has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Heritage Financial has never raised funding before.
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