Heritage Financial Consultants LLC

Q: What is Heritage Financial Consultants LLC's company size?

Heritage financial consultants llc has 51 - 200 people working.

Financial Services

Specialities :

Fee based financial planning

Wealth management

Philanthropic advisory services

Business succession planning

Risk management

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

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 teams 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-t...

Contact Information

Cockeysville , Maryland , United States

david@heritageconsultants.com

heritageconsultants.com

Heritage Financial Consultants LLC Org Chart

Heritage Financial Consultants LLC

(Financial Services)

51 - 200

View Email

View Contact

View Email

View Contact

Employees

Total Employees:
70

Top Contacts:
3

C-Level 0	VP - Level-
Director-	Manager3
Others70

Employees Working At Heritage Financial Consultants LLC

Kelly Stenger

Director of Client Experience

Nasser Ali

Director of Investment Management

Sarah Shaffer

Director of Operations

Shannon James

Practice Manager

Ava McDermott

Client Relationship Manager

Heritage Financial Consultants LLC Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@lfg.com
<last>@	Smith@lfg.com
<f><last>@	Smith@lfg.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Hunt Valley, MD	communication, media, financial, compliance, k, client service
Build & Release	Hunt Valley, MD	financial, communication
CRM Implementation	Hunt Valley, MD	communication, media, financial, compliance, k, client service
Compliance	Hunt Valley, MD	communication, media, financial, compliance, k, client service
Digital Transformation	Hunt Valley, MD	communication, media, financial, compliance, k, client service

Trigger

Tech Stack Used By Heritage Financial Consultants LLC

A quick view of products employed by Heritage Financial Consultants LLC

Surveys 360

Excel

Jquery

Marc

Microsoft word

List of technologies used by Heritage Financial Consultants LLC

Client service

Communication

Compliance

Financial

Media

Languages Used By Heritage Financial Consultants LLC

Jobs at Heritage Financial Consultants LLC

Hiring 2024-10-31 02:11:56

Life Insurance Case Manager

Hunt Valley, MD

Heritage Financial Consultants, a successful wealth management and financial planning firm, has a...

Hiring 2024-04-17 21:13:21

Financial Planner Assistant

Hunt Valley, MD

Heritage Financial Consultants, a successful wealth management and financial planning firm, is se...

Frequently Asked Questions About Heritage Financial Consultants LLC

What does Heritage financial consultants llc do?+

What are Heritage financial consultants llc's specialties? +

Fee based financial planning,wealth management,philanthropic advisory services,business succession planning,risk management,executive benefit services,finanical consulting,financial planning,and estate planning strategies