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Tom Spray-Fry Appointed Partner at Heritage Financial Consultants

Tom Spray-Fry Appointed Partner at Heritage Financial Consultants

by Allyson Brocious | Jan 31, 2024 | In the News

Heritage Financial Consultants, LLC today announced that Tom Spray-Fry, a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and registered...
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...
Welcome Dave Cooper & Jody Cooper Otterson

Welcome Dave Cooper & Jody Cooper Otterson

by Allyson Brocious | Jan 3, 2024 | In the News

Heritage Financial Consultants, LLC has announced that David Cooper and Jody Cooper Otterson have joined the organization as financial planning...

Tom Spray-Fry Shares Tips on How to Prepare Financially for the Holidays

by Allyson Brocious | Dec 20, 2023 | In the News

With the temptations of shopping, gift-giving, and festive dinners, it is easy to overspend over the holidays. Financial Planner, Tom Spray-Fry, was...
Welcome Jack Christian

Welcome Jack Christian

by Allyson Brocious | Dec 12, 2023 | In the News

Heritage Financial Consultants, LLC, a full-service, independent financial services and wealth management firm headquartered in Hunt Valley,...

Long-Term Care Awareness Finance Tips

by Alison Moreland | Dec 5, 2023 | In the News

Financial Planner, Matthew Spedden tells Jordie Clark at 47 ABC WMDT-TV, that with increasing costs of medical care and long-term care insurance,...
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