HERITAGE FINANCIAL ADVISORS, LLC
Tel: 419-887-5887 103 North River Road Suite A Waterville, Ohio 43566
About HERITAGE FINANCIAL ADVISORS, LLC
HERITAGE FINANCIAL ADVISORS, LLC is a Waterville, Ohio based financial advisory firm with nearly $156,722,034 in assets under management and provides investment advisory services for 460 clients. There are currently 1 financial advisors at the firm.
General Information
Firm CRD#:
154955
Firm SEC#:
801-110101
Assets Under Management:
$156,722,034
No. of Clients:
460
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops
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