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The LeClaire Team at Heritage Capital Advisors

The LeClaire Team at Heritage Capital Advisors Email Formats

Financial Services1-10 Employees

Key Contact at The LeClaire Team at Heritage Capital Advisors

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Tyler Fortier

Director of Planning Services

Company overview

HeadquartersXX
Website
NAICS52
Keywords
Financial Advising, Risk Management, Tax Planning, Investment Planning, Wealth Management, Education Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Charitable Giving, Accumulation Planning, Cash Flow And Budget
Founded1990
Employees1-10

About The LeClaire Team at Heritage Capital Advisors

We believe that managing your money shouldn’t feel overwhelming—or boring. The LeClaire Team is here to make financial planning clear, empowering, and even a little inspiring. Our mission is simple: to educate and guide you so you can make confident financial decisions and fully enjoy the life you’ve worked so hard to build. We simplify the complex stuff, offer truly personalized service, and walk with you through every stage of life—from your first big savings goal to a well-earned retirement (and everything in between). We take the time to get to know you, your goals, and what matters most—so your financial plan actually fits your life. Just thoughtful conversations, experienced guidance, and a team who genuinely cares. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. Heritage Capital Advisors, 200 Glastonbury Boulevard, Suite 101, Glastonbury, CT 06033. 860.659.8886

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

The LeClaire Team at Heritage Capital Advisors has never raised funding before.

Frequently asked questions

The LeClaire Team at Heritage Capital Advisors is located in XX.
The LeClaire Team at Heritage Capital Advisors was founded in 1990, making it 36 years old. The company has established itself as a significant player in its industry over this time.
The LeClaire Team at Heritage Capital Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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