Heritage Financial Resources

Insurance • Beavercreek, Ohio, United States • 1-10 Employees

Company overview

Headquarters	4031 Colonel Glenn Hwy, Beavercreek, Ohio 45431, US
Phone number	+19375422459
Website	heritagefinancialus.com
NAICS	52
SIC	628
Keywords	Social Security Planning, Federal Employee Benefits, Retirement & Insurance Services
Founded	2016
Employees	1-10

Key Contact at Heritage Financial Resources

James Lavy

Co-Founder

Heritage Financial Resources Email Formats

Heritage Financial Resources uses 1 email format. The most common is {first name} (e.g., john@heritagefinancialus.com), used 100% of the time.

Format	Example	Percentage
{first name}	john@heritagefinancialus.com	100%

About Heritage Financial Resources

Our goal is to make a difference in the lives of all of our clients. No one is too young or old to benefit from our services. We work as a team, providing a collaborative approach to creating solutions that are tailored to each person we meet with. We counsel federal employees on their options within the federal benefits system, to help them understand their benefits, and bring balance to their retirement plan. Our plans provide diversity, safety and guaranteed lifetime income in retirement. We bring a free day of retirement benefit training from FedImpact to the Dayton area 6+ times a year. Lunch and learns are in our plans for 2019 for federal employees newer to the civil service arena. We consider it a privilege to serve those who are serving our country through their federal employment, therefore there are never fees for our services.

Heritage Financial Resources revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Insurance industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Heritage Financial Resources has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Heritage Financial Resources has never raised funding before.

Frequently asked questions

Heritage Financial Resources is located in Beavercreek, Ohio, US.

You can reach Heritage Financial Resources at +19375422459.

Heritage Financial Resources was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

Heritage Financial Resources has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Heritage Financial Resources

James Lavy

Co-Founder

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