American Heritage Financial, LLC

Financial ServicesFlorida, United States51-200 Employees

Our Goal Is to Serve You, Not Sell You

At our office, we believe in providing unbiased guidance, free from any restrictions imposed by companies or their employees. Our dedicated agents are empowered to explore all options to ensure they find a suitable solution for each client’s unique situation.

Regardless of where you are in life, our approach begins with getting to know you on a personal level. We take the time to understand your goals, preferences and concerns, ensuring we build a genuine relationship based on trust. With this foundation, we develop a strategy specifically tailored to your unique situation. There’s no pressure, no hassle and no obligation — just a collaborative effort to help you succeed financially.

American Heritage Financial has representatives who are licensed and authorized to conduct life insurance and securities business in Florida and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. 

Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or a Registered Investment Advisor.

This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of American Financial Heritage and have not been reviewed for completeness and accuracy. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.

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