Amanda Lang - Heritage Financial Consultants

Heritage Welcomes Christina Close as Chief Operating Officer

Heritage Financial Consultants is proud to announce that Christina Close has joined the firm as Chief Operating Officer, effective August 2025. In...

Heritage Financial Consultants is pleased to announce the appointment of Christopher Ruby as Director of Business Development & Advisor...

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

Heritage Financial Consultants is pleased to announce the addition of Mark D. Bookbinder, a seasoned financial planner with a strong background in...

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...