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Welcome Pete Sharpe

by Alison Moreland | Mar 7, 2025 | In the News

Heritage Financial Consultants is proud to announce that Pete Sharpe has joined the firm, bringing over 41 years of experience in the financial...
Soft Landing: Reality or Illusion?

Soft Landing: Reality or Illusion?

by Alison Moreland | Jan 24, 2025 | Client Communication, Our Insights

Could the Federal Reserve (Fed) do it? Could the Fed pull off a soft landing? To level set, a “soft landing” occurs when the Fed raises interest...

Welcome Jeff Colbus

by Alison Moreland | Dec 23, 2024 | In the News

Heritage Financial Consultants is pleased to announce that Jeff Colbus has joined its team of financial professionals. With over 30 years of...

Welcome Courtney Caldwell

by Alison Moreland | Dec 20, 2024 | In the News

Heritage Financial Consultants is excited to announce the addition of Courtney C. Caldwell to its team of financial professionals, effective...
Heritage Financial Consultants Named A Top Workplace For 2023

Heritage Financial Consultants Named A Top Workplace For 2023

by Alison Moreland | Jan 10, 2024 | In the News

Heritage Financial Consultants was named a “Top Workplace” by the Baltimore Sun/Energage on 12/7/2023 for the year 2023. This is the sixth time in...
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