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Heritage Capital, LLC

Heritage Capital, LLC | Financial Advisor in Woodbridge ,CT
Paul Schatz

Paul Schatz



"Invest For Tomorrow. Live For Today."


Address:
1 Bradley Road, Suite 202
Woodbridge, CT 06525



Heritage Capital, LLC is an award-winning personal investment management firm dedicated to growing your portfolio and protecting your assets as we work as a team to achieve your lifetime financial goals. With a focus on long-term planning for your comfortable retirement and your family’s education needs, we provide you the peace of mind that comes from entrusting your financial future to experienced, educated, and trustworthy professionals. In today’s ever changing investment landscape, it’s simply not enough to create a static asset allocation and forget about it. We take a very proactive approach with your portfolio, monitoring it 24/7 and making necessary adjustments as we seek to deliver superior investment returns.

Articles

How to choose a financial advisor
You know the importance of saving for retirement, but do you have the time and know-how to accomplish your financial goals? In an increasingly busy world, it's possible that keeping close tabs on your investment accounts isn't exactly realistic. more

Why the recession can be a good thing for those in debt
It's been a tough few years for most Americans, facing a constricting national - and world - economy, job losses, pay cuts and a tough employment market. It can certainly be difficult to see the good in those circumstances, but helpful things can come out of these challenging times. You don't need to be a Pollyanna, but taking a practical look at how the recession affects your personal finances can show that there are some positives. more

Tips for newlyweds to talk about money
If you haven't yet butted heads with your mate over money, chances are you will one day. No matter how compatible a couple is or how much they adore each other, money and how to manage it can still be a source of conflict - even in the best of marriages. more

Office Hours

Mon. 7:30 PM - 5:00 PM
Tue. 7:30 PM - 5:00 PM
Wed. 7:30 PM - 5:00 PM
Thu. 7:30 PM - 5:00 PM
Fri. 7:30 PM - 5:00 PM

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