Heritage Planning Partners Email Formats
Financial Services • 
Chicago, Illinois, United States • 21-50 Employees
Heritage Planning Partners Email Formats
Heritage Planning Partners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 94.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@nm.com | 94.7% |
{first initial}.{second initial} | j.o@nm.com | 5.3% |
Key Contact at Heritage Planning Partners
Michele Reuter
Director Of Operations
Company overview
| Headquarters | One N Upper Wacker Dr., Ste. 4600, Chicago, IL 60606, US |
| Phone number | +13126418600 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Disability Income, Wealth Management, Retirement Planning, Life Insurance, Financial Planning, Estate Planning, Employee Benefits And Bit.Ly/33Buy0W, Qualified Planning |
| Founded | 2001 |
| Employees | 21-50 |
| Socials |
About Heritage Planning Partners
heritage planning partners provides purpose-driven financial planning services to help clients achieve their financial goals. They believe in personal finance and offer a comprehensive process with three key steps: purpose, perspective, and understanding of their clients' objectives.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Heritage Planning Partners has 20 employees across 3 departments.
Departments
Number of employees
Funding Data
Heritage Planning Partners has never raised funding before.
Brazil
Spain
Saudi Arabia
Frequently asked questions
4.8
40,000 users
