• 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
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...
« Older Entries
Next Entries »

Recent Posts

  • 2025 2nd Quarterly Review
  • Financial Independence
  • Urban Growth and Economic Stability: The US Dollar’s Future
  • As the World Turns: Geopolitical Conflicts and Market Resilience
  • Navigating the Bond Market: Future Returns and Opportunities

Recent Comments