Heritage Financial - Newberry, Florida

Address: 25125 W Newberry Rd, Newberry, FL 32669.
Phone: 4746544.
Website: myfinancialheritage.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Heritage Financial

Heritage Financial 25125 W Newberry Rd, Newberry, FL 32669

⏰ Open Hours of Heritage Financial

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: Closed
  • Saturday: Closed
  • Sunday: Closed

Discovering Heritage Financial: A Trusted Financial Advisor in Newberry, FL

If you're seeking a reliable financial planner in the Newberry, FL area, look no further than Heritage Financial, located at Address: 25125 W Newberry Rd, Newberry, FL 32669. This esteemed institution is not only known for its personalized financial services but also for its commitment to ensuring accessibility for all clients. With a wheelchair accessible entrance, parking lot, and restroom, Heritage Financial demonstrates its dedication to inclusivity. Their appointment system ensures that clients receive the personalized attention they deserve, and it's highly recommended to schedule an appointment beforehand to maximize your visit's effectiveness.

Contact Information: For those who prefer direct communication, Heritage Financial can be reached at Phone: 4746544. Their website, myfinancialheritage.com, offers a wealth of information about their services and a glimpse into their client-focused approach.

Key Features and Services

- Specialties: Heritage Financial prides itself on offering expert financial planning services.
- Accessibility: The office is fully wheelchair accessible, ensuring a comfortable experience for everyone.
- Customer Reviews: With only 5 reviews on Google My Business, their average opinion is a solid 5/5. This indicates a high level of customer satisfaction and trust.

Heritage Financial's commitment to accessibility and customer satisfaction is evident in their facilities and service approach. For individuals looking to manage their finances effectively or plan for the future, their services are a valuable resource. Here are some points to consider if you're contemplating reaching out:

  • Their expert financial planners can provide tailored advice to meet your unique financial goals.
  • The accessible location ensures that anyone, regardless of physical ability, can visit without inconvenience.
  • The appointment system prevents long wait times and allows for a focused consultation.
  • Positive feedback from previous clients suggests a high standard of service and professionalism.

For those who appreciate the importance of both quality service and accessibility, Heritage Financial stands out as a exemplary financial advisor. To embark on your financial journey with confidence, we highly recommend visiting their website at myfinancialheritage.com to learn more about their offerings and how they can assist you.

Don't let this opportunity pass. Reach out to Heritage Financial today to schedule your appointment and take the first step toward a more secure financial future. Their responsive phone number and accessible location make it easy to get started. Visit myfinancialheritage.com now for more information.

👍 Reviews of Heritage Financial

Heritage Financial - Newberry, Florida
Brent R.
5/5

It is with great pleasure to write this review of the capabilities, actions, and results delivered by Heritage Financial. We have been their clients for multiple years after recognizing the limitations of several national firms, frequently with small local offices. In our experience, these firms promote themselves as “investment consultants” that really amount to serving as a “stockbroker.” Soon after retiring with a nice nest-egg and we recognized the impact of our “as needed” withdrawals. Our withdrawal had the effect of reducing the investment potential/return and frequently increased our tax liability. In our experience, these stockbrokers did not have the capability or resources necessary for us to truly optimize the long-term protection of our nest egg and we were headed down a path that would fail, it was just a matter time – clearly an untenable situation. We needed more…

We immediately set out to identify a more sophisticated organization to protect our retirement funds. Specifically, we wanted a local firm that was multi-disciplinary to help us navigate investment opportunities, tax liability, and the long-term efficient transfer of our assets to our children. We searched for months with little success. Fortunately, I learned of an upcoming seminar offered by Heritage Financial. It was quickly apparent that this firm was unlike any other we had assessed and queried. After 30 plus years we found an independent firm that looked and sounded as if it would satisfy our needs. We continued to explore a relationship with Heritage Financial, managed/owned by Keith Heritage, located right here in Newberry, Florida. Their plan for us included the preparation of a multi-faceted investment strategy with an integrated tax protection plan to fulfill our immediate and longer term needs and wants. Of course, we were keen to reduce our tax liability while optimizing the growth and return of our investment dollars with low- to moderate-level of risk.

It was an easy decision to move our funds to Heritage Financial and after years of working together the results have proven as near-genius. We simply did not know what we were missing until we joined Heritage Financial. Since this momentous decision, Keith Heritage worked with their investment tax specialist, John Jones, to develop actions to address our short-, intermediate-, and long-term objectives. Each year we modify/update the investment tactics with Keith and John; all with a corresponding tax saving strategy. Today, these very same individuals continue to serve our needs. If our situation changes, they are quick to develop alternatives to keep us on track with our goals. One such change has resulted in the need to prepare a Family Trust – Heritage Financial delivers.

In summary, we only wish we had found them sooner. These special individuals earned our trust and respect by listening and understanding our needs, wants, and desires. Today, the proof is in the results. We have learned and experienced the benefits of working with an investment team that is truly multi-disciplinary, forward-looking, and creative. There is zero comparison with our prior stockbroker experience. We feel blessed to work with Heritage Financial and are truly proud of the results they have delivered on our behalf. Thank you for all you have done – Heritage Financial earns an uncompromising FIVE STAR rating. Superior in every sense (and cents), of the word. Awesome.
J and B Russell, High Springs

Heritage Financial - Newberry, Florida
Paul M.
5/5

If you are looking for a holistic financial advisor that understands tax planning along with the retirement risk called IRMAA, Keith and his team are experts. Heritage Financial can prevent you from losing 60%-100% of your Social Security Net Benefit in retirement along with not having to pay $500,000 plus in Medicare Costs in retirement. Excellent Firm!

Heritage Financial - Newberry, Florida
Kasa H.
5/5

Wow. These people know what they are doing. We went over some many things that needed to be fix, they are well trained and very kind when working with us. If you are looking for a true assessment of your portfolio I would recommend this place.

Heritage Financial - Newberry, Florida
Michael P.
5/5

Very friendly and concerned that I was happy with their service.

Heritage Financial - Newberry, Florida
Amanda R.
5/5

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