Insights

Client-Centric Approach American Heritage Financial emphasizes personalized, unbiased guidance tailored to individual client goals, making them ideal for clients seeking customized financial strategies and relationship-based service.

Leadership Expansion The appointment of a new president, Terrence M. Shashaty, signals a focus on strategic leadership growth, presenting opportunities for targeted outreach to clients and prospects interested in strong leadership and innovative management.

Technological Infrastructure Utilization of modern tech tools such as CIM Technologies, Microsoft 365, and cloud infrastructure indicates potential for cross-selling advanced digital services and expanding technology-driven solutions to enhance client experience.

Financial Strength With revenue ranging from 100 to 250 million dollars, American Heritage Financial demonstrates solid financial stability, making it a compelling partner for high-net-worth clients and institutions seeking reliable financial advisory services.

Market Positioning Operating in a competitive landscape alongside large firms like Charles Schwab and Fidelity, American Heritage Financial can leverage its personalized service model to attract clients seeking a trust-based, boutique alternative to bigger firms.

American Heritage Financial, LLC Tech Stack

American Heritage Financial, LLC uses 8 technology products and services including CIM Technologies, Microsoft 365, Font Awesome, and more. Explore American Heritage Financial, LLC's tech stack below.

  • CIM Technologies
    Cad & Graphics
  • Microsoft 365
    Email
  • Font Awesome
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Windows Server
    Operating Systems
  • Animate.css
    UI Frameworks
  • ZURB Foundation
    UI Frameworks
  • Akismet
    Web Platform Extensions

American Heritage Financial, LLC's Email Address Formats

American Heritage Financial, LLC uses at least 2 format(s):
American Heritage Financial, LLC Email FormatsExamplePercentage
FirstLast@ahfplanners.comJohnDoe@ahfplanners.com
92%
FirstMiddleLast@ahfplanners.comJohnMichaelDoe@ahfplanners.com
4%
FirLast@ahfplanners.comJohDoe@ahfplanners.com
4%

Frequently Asked Questions

What is American Heritage Financial, LLC's phone number?

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You can contact American Heritage Financial, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is American Heritage Financial, LLC's official website and social media links?

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American Heritage Financial, LLC's official website is theamericanheritagefinancial.com and has social profiles on LinkedIn.

What is American Heritage Financial, LLC's NAICS code?

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American Heritage Financial, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does American Heritage Financial, LLC have currently?

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As of December 2025, American Heritage Financial, LLC has approximately 74 employees across 1 continents, including North America. Key team members include President: T. S.Founder: J. H.Managing Partner: M. W.. Explore American Heritage Financial, LLC's employee directory with LeadIQ.

What industry does American Heritage Financial, LLC belong to?

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American Heritage Financial, LLC operates in the Financial Services industry.

What technology does American Heritage Financial, LLC use?

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American Heritage Financial, LLC's tech stack includes CIM TechnologiesMicrosoft 365Font AwesomeModernizrWindows ServerAnimate.cssZURB FoundationAkismet.

What is American Heritage Financial, LLC's email format?

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American Heritage Financial, LLC's email format typically follows the pattern of FirstLast@ahfplanners.com. Find more American Heritage Financial, LLC email formats with LeadIQ.

When was American Heritage Financial, LLC founded?

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American Heritage Financial, LLC was founded in 2013.

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.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    American Heritage Financial, LLC's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    American Heritage Financial, LLC's revenue is estimated to be in the range of $100M$250M

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