Heritage Financial Holdings
Real Estate • 
Fort Worth, Texas, United States • 1-10 Employees
Company overview
| Headquarters | Fort Worth, Texas, United States |
| Website | |
| NAICS | 522292 |
| Keywords | Portfolio Diversification, Passive Income Strategies, Cash Value Whole Life Insurance Investing, High-Yield Wealth Building, Mortgage Notes (Performing & Non-Performing), Real Estate Note Investment, Self-Directed Ira Investment |
| Founded | 2020 |
| Employees | 1-10 |
Key Contact at Heritage Financial Holdings
Brian Dills
Business Owner
About Heritage Financial Holdings
Heritage Financial Holdings, LLC empowers savvy investors to “become the bank” through secure, high-yield real estate note investments. Based in Fort Worth, Texas, and led by a seasoned real estate professional with over a decade of single-family real estate experience, we simplify mortgage note investing across the U.S.—no tenant hassles, just steady returns. Whether you're a self-directed IRA holder, cash saver, or cash value whole life insurance owner, we help you diversify your portfolio, earn passive income, and grow wealth backed by tangible real estate assets.
Heritage Financial Holdings revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Real Estate industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Heritage Financial Holdings has never raised funding before.
United Kingdom
Frequently asked questions
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