Experienced, Credentialed Financial Professionals and Staff
Knowledgeable professionals with a successful history of helping clients.
You can expect personalized attention, expert guidance, and a true partnership in working with us.
What sets us apart is our steadfast dedication to client service. We strive to form deep relationships with our clients, going beyond financial planning and advice. And while our relationship may begin with one individual, we often find ourselves working with other members of that client’s family and network to provide complete, comprehensive service that makes a difference.
Work hard. Play hard.
Make a difference.
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Katherine Armstrong CA Insurance License #4317524, Paul Baader CA Insurance License #0F61072, Regina Beatty CA Insurance License #1811881, Brian Gracie CA Insurance License # 0E24594, Julian Grubbs CA Insurance License #4373155, Brian Horn CA Insurance License #0F01680, Andrew Horowitz CA Insurance License #4480405, John McCarthy CA Insurance License #0D85649, Marc Neumann CA Insurance License #0F19982, Elizabeth Paal Goss CA Insurance License #4316724, Stacey Spedden-Irrgang CA Insurance License #4047232, Jay Spies CA Insurance License #0I98536.
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.
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