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American Heritage Financial, LLC Employee Directory

Financial ServicesFlorida, United States51-200 Employees

American Heritage Financial, LLC is a financial services firm based in Cantonment, in Florida's Panhandle, serving clients on life insurance and securities matters. It emphasizes unbiased, no-pressure guidance and seeks to understand each client’s goals to develop a tailored strategy. Representatives are licensed to conduct life insurance and securities business in Florida and may be licensed in other states; securities are offered through OneAmerica Securities, Inc., and the firm is not affiliated with OneAmerica or its broker-dealer or registered investment adviser status.

The firm presents itself as a relationship-focused advisor that explores all options to find suitable solutions for each client’s unique situation. In January 2025, American Heritage Financial announced the appointment of Terrence M. Shashaty as President, effective January 1, 2025.

Find American Heritage Financial, LLC employees' phone numbers or email addresses

American Heritage Financial, LLC Global Highlights

Location
Employees

North America
89

Minus sign iconPlus sign icon
  • United States Of America
    89

American Heritage Financial, LLC's Leadership

  • Owner at American Heritage Financial, LLC
    C. T.
    Owner
    Mobile Phone
  • Owner at American Heritage Financial, LLC
    C. C.
    Owner
    Mobile Phone
  • Senior Advisor at American Heritage Financial, LLC
    R. C.
    Senior Advisor
    Mobile Phone
  • Financial Professional at American Heritage Financial, LLC
    R. A.
    Financial Professional
    Mobile Phone
  • Financial Professional at American Heritage Financial, LLC
    W. M.
    Financial Professional
    Mobile Phone
  • Financial Professional at American Heritage Financial, LLC
    T. J.
    Financial Professional
    Mobile Phone
  • Operation's Assistant at American Heritage Financial, LLC
    A. L.
    Operation's Assistant
    Mobile Phone
  • Financial Advisor at American Heritage Financial, LLC
    G. M.
    Financial Advisor
    Mobile Phone

American Heritage Financial, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Business
  • Consultant
  • Other
  • Arts & Design

Contact profiles from American Heritage Financial, LLC

Name
Title
Contact
Location
Last Update
  • Owner at American Heritage Financial, LLC
    C. T.
    Owner
    Mobile Phone
    Oct 17, 2024
  • Owner at American Heritage Financial, LLC
    C. C.
    Owner
    Mobile Phone
    Aug 02, 2026
  • Senior Advisor at American Heritage Financial, LLC
    R. C.
    Senior Advisor
    Mobile Phone
    Sep 02, 2026
  • Financial Professional at American Heritage Financial, LLC
    R. A.
    Financial Professional
    Mobile Phone
    Apr 16, 2026
  • Financial Professional at American Heritage Financial, LLC
    W. M.
    Financial Professional
    Mobile Phone
    Sep 06, 2026
  • Financial Professional at American Heritage Financial, LLC
    T. J.
    Financial Professional
    Mobile Phone
    Sep 12, 2026
  • Operation's Assistant at American Heritage Financial, LLC
    A. L.
    Operation's Assistant
    Mobile Phone
    Oct 22, 2024
  • Financial Advisor at American Heritage Financial, LLC
    G. M.
    Financial Advisor
    Mobile Phone
    Oct 23, 2024
  • Lutcf Financial Advisor at American Heritage Financial, LLC
    S. M.
    Lutcf Financial Advisor
    Mobile Phone
    Oct 18, 2024
  • Financial Advisor at American Heritage Financial, LLC
    W. M.
    Financial Advisor
    Mobile Phone
    Mar 22, 2024

Frequently Asked Questions

What is American Heritage Financial, LLC known for?

Minus sign iconPlus sign iconAmerican Heritage Financial, LLC was founded in 2013 and operates in the Financial Services industry. You can contact American Heritage Financial, LLC's main corporate office by phone at
+1-850-466-****
. Explore American Heritage Financial, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconAmerican Heritage Financial, LLC employees' email format typically follows the pattern of FirstLast@ahfplanners.com. Trying to find reliable and up-to-date employee contact data? Find more American Heritage Financial, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconAmerican Heritage Financial, LLC has approximately 71 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are American Heritage Financial, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, American Heritage Financial, LLC's key employees include:

  • Owner: C. T.
  • Owner: C. C.
  • Senior Advisor: R. C.
  • Financial Professional: R. A.
  • Financial Professional: W. M.

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