Our Office Locations

Our Headquarters

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033
F: 410-785-0044

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Preston, MD

147 Main Street
P.O. Box 40
Preston, MD 21655
P: 877-978-8300
F: 877-978-9400

Wilmington, DE

2036 Foulk Road
Suite 104
Wilmington, DE 19810
P: 302-529-1320
F: 302-529-1324

Towson, MD

210 Allegheny Avenue
Suite 310
Towson, MD 21204
P: 410-825-3569
F: 410-825-2062

Coral Springs, FL

4613 N University Drive
Unit 568
Coral Springs, FL 33067
P: 561-869-6427
F: 561-869-6428

Miami, FL

9100 S. Dadeland Boulevard
Suite 300
Miami, FL 33156
P: 305-570-1801
F: 305-570-1906

Naples, FL

999 Vanderbilt Beach Road
Suite 340
Naples, FL 34108
P: 239-325-1852
F: 239-325-1852

Sarasota, FL

6151 Lake Osprey Drive
Suite 300
Sarasota, FL 34240
P: 724.834.8100
F: 724.834.8109

Vienna, VA

8219 Leesburg Pike
Suite 200
Vienna, VA 22182-2625
P: 703-749-5051
F: 703-749-5061

Virginia Beach, VA

4854 Haygood Road
Suite 101
Virginia Beach, VA 23455
P: 757-777-3125

Virginia Beach, VA

One Columbus Center
Suite 800
Virginia Beach, VA 23462
P: 757-777-3162 (Jennifer Clarke)
P: 757-777-3128 (David A. Cooper)

 

Collingswood, NJ

900 Haddon Ave
Suite 432
Collingswood, NJ 08108
P: 856.644.7350
F: 856.644.7351

Greensburg, PA

One Northgate Square
Second Floor
Greensburg, PA 15601
P: 724.834.8100
F: 724.834.8109

Fort Wayne, IN

927 S. Harrison Street
Suite 300
Fort Wayne, IN 46802

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Katherine Armstrong CA Insurance License #4317524, Regina Beatty CA Insurance License #1811881, Richard Grace CA Insurance License #4066938, Julian Grubbs CA Insurance License #4373155, Brian Horn CA Insurance License #0F01680, John McCarthy CA Insurance License #0D85649, Art McGonigal Jr CA Insurance License #0B66096, Artie McGonigal III CA Insurance License #4302122, Marc Neumann CA Insurance License #0F19982, Elizabeth Paal Goss CA Insurance License #4316724, Christopher Portner CA Insurance License #2123682, Stacey Spedden-Irrgang CA Insurance License #4047232, Jay Spies CA Insurance License #0198536.
 
Jay Spies AR Insurance License #13949343, Paul Baader AR Insurance License #7046113

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV, AK, AR, HI, IA, ID, KS, KY, LA, MN, MO, MS, MT, ND, NM, NV, OK, PR, RI, SD, UT, VT, WA, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. 

Heritage Financial Consultants

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033  F: 410-785-0044

Unless otherwise identified, Associates on this website are registered representatives of Osaic Wealth, Inc. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 

Osaic Wealth, Inc. and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances.  

Not all registered representatives with our firm are able to offer advisory services. 

Osaic Wealth Form CRS  

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