• About
    • The HFC Difference
    • Community Involvement
  • Locations
  • News
  • Careers
    • Careers – Financial Professionals
    • Experienced Professionals
    • Students and Graduates
  • CLIENT LOGIN
Heritage Financial Consultants
  • Who We Are
    • Planners & Staff
  • What We Do
    • Financial Planning
      • Retirement Planning
    • Investment Management
    • Estate Planning Strategies
    • Risk Management / Insurance
    • Family Vision & Legacy
    • Business Ownership & Succession Planning
    • Corporate Executive Services
    • Employer-Sponsored Retirement Plans
  • Who We Serve
    • Executives
    • Business Owners
    • Retirees
    • Families
    • Corporations
    • Nonprofits
  • Our Insights
    • Client Communication
  • Contact
Select Page

Heritage named 5-Star Wealth Management Team by InvestmentNews

by Amanda Lang | May 20, 2025 | In the News, News

​Heritage Financial Consultants Recognized as One of InvestmentNews’ 5-Star Wealth Management Teams We are proud to announce that Heritage has been...
Welcome Mark Bookbinder

Welcome Mark Bookbinder

by Amanda Lang | Oct 28, 2024 | In the News

Heritage Financial Consultants is pleased to announce the addition of Mark D. Bookbinder, a seasoned financial planner with a strong background in...
Stacey Spedden-Irrgang Named Financial Literacy Champion Finalist By InvestmentNews

Stacey Spedden-Irrgang Named Financial Literacy Champion Finalist By InvestmentNews

by Amanda Lang | Sep 12, 2024 | In the News

Stacey has been named a Financial Literacy Champion finalist by InvestmentNews on September 9th, 2024 for the period from 1/1/23-7/12/27. The...

Recent Posts

  • Budget Warning Ahead!
  • Annuity Awareness
  • May’s Market Rebound
  • Reading the Signals: What Credit Markets Are Telling Us
  • Summer Escape from Market Chaos

Recent Comments