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Stacey Spedden Interview

Stacey Spedden Interview

by Olivia Schneiderhan | Mar 12, 2021 | Archived

Stacey Spedden Interview How long have you been with Heritage Financial? I have been with Lincoln in general for 27 years. Then I joined Heritage...
Pat DeDea Interview

Pat DeDea Interview

by Olivia Schneiderhan | Mar 11, 2021 | Archived

Pat DeDea Interview How long have you been with Heritage Financial? I have been with Heritage for 10 years. The group I was with for 10 years before...
Heritage Financial Consultants Earns Forbes’ Best-In-State Honors 2021

Heritage Financial Consultants Earns Forbes’ Best-In-State Honors 2021

by Olivia Schneiderhan | Feb 25, 2021 | Archived

Three named among the top wealth advisors in Maryland HUNT VALLEY, Md. – Heritage Financial Consultants, LLC today announced that Forbes has named...
Heritage Advisor Robert Ziegler Featured in Proactive Advisor Magazine

Heritage Advisor Robert Ziegler Featured in Proactive Advisor Magazine

by Olivia Schneiderhan | Feb 11, 2021 | Archived

Heritage financial planner, Robert Ziegler was recently featured in Proactive Advisor magazine for his article on strong financial solutions that go...
Nasser Ali Featured in Baltimore Business Journal

Nasser Ali Featured in Baltimore Business Journal

by Olivia Schneiderhan | Feb 9, 2021 | Archived

Nasser Ali recently was published in the Baltimore business journal for his article on Aligning your investment dollars with your values. Nasser...
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