Heritage Financial Consultants Email Formats
Financial Services • 
Cockeysville, Maryland, United States • 101-200 Employees
Heritage Financial Consultants Email Formats
Heritage Financial Consultants uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@heritageconsultants.com), used 67.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@heritageconsultants.com | 69.7% |
{first name}.{last name} | john.doe@heritageconsultants.com | 23.2% |
{second initial}.{last name} | o.doe@heritageconsultants.com | 3.6% |
{first initial}.{first initial} | j.j@heritageconsultants.com | 1.8% |
Key Contacts at Heritage Financial Consultants
Chris Ruby
Director Of Business Development & Advisor Experience
Lawrence Eric Wyss
Director Of Financial Planning & Risk Management
Brian Gracie
Founder,Financial Planner
Nasser Ali
Director Of Investment Management
Kelly Stenger
Director Of Client Experience
Sarah Shaffer
Director Of Operations
Company overview
| Headquarters | 307 International Circle, Suite 390, Hunt Valley, Maryland 21030, US |
| Phone number | +14066938 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Business Succession Planning, Wealth Management, Financial Planning, Estate Planning Strategies, Fee Based Financial Planning, Executive Benefit Services, Finanical Consulting, Philanthropic Advisory Services |
| Founded | 1999 |
| Employees | 101-200 |
| Socials |
About Heritage Financial Consultants
Heritage Financial Consultants is a financial planning firm, committed to serving as stewards of wealth for our clients nationwide. Our priority is to provide exceptional service, helping our clients evaluate and address all aspects of their finances and protecting and growing their wealth in line with their personal values and goals. Our highly educated advisors possess key licenses that speak to their ability to provide professional guidance, and together, our team is knowledgeable, trustworthy, and attentive to the needs of all of our clients. Leveraging our team's expertise, we approach the financial marketplace with a fresh perspective to identify opportunities and solutions that are innovative, flexible, risk-managed, objective, and effective. We proactively engage with our clients' full team of trusted advisors to enhance our strategies and strengthen our plans for each unique situation and to help ensure that all of their needs are being met. We also conduct regular, face-to-face meetings to ensure that their plan aligns with their lifestyle and addresses any relevant changes to laws or regulations. We take pride in cultivating meaningful relationships and building and executing holistic financial plans that positively impact our clients' lives over the long term. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Heritage Financial Consultants has 64 employees across 6 departments.
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Number of employees
Funding Data
Heritage Financial Consultants has never raised funding before.
Heritage Financial Consultants Tech Stack
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