American Heritage Financial, LLC Employee Directory

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.

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

American Heritage Financial, LLC Global Highlights

Location
Employees

North America
82

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  • United States Of America
    82

American Heritage Financial, LLC's Leadership

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    T. S.
    President
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  • Stylized image of a person
    J. H.
    Founder
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  • Stylized image of a person
    M. W.
    Managing Partner
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    C. J.
    Past President
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  • Stylized image of a person
    E. N.
    Managing Partner
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  • Stylized image of a person
    J. L.
    Managing Partner
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  • Stylized image of a person
    P. R.
    Managing Partner
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  • Stylized image of a person
    D. K.
    Managing Partner
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Contact profiles from American Heritage Financial, LLC

Name
Title
Contact Info
Location
Last Update
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    S. C.
    Financial Advisor
    Phone icon
    United StatesMichigan
    Oct 22, 2025
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    B. B.
    Financial Advisor
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    United StatesFlorida
    Oct 23, 2025
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    G. M.
    Investment Advisor Represenative
    Phone icon
    United StatesFlorida
    Nov 18, 2025
  • Stylized image of a person
    D. T.
    Finacial Services Professional
    Phone icon
    United StatesArkansas
    Oct 23, 2025
  • Stylized image of a person
    L. C.
    Financial Professional
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    United StatesFlorida
    Nov 17, 2025
  • Stylized image of a person
    M. F.
    Preferred Broker
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    Aug 12, 2025
  • Stylized image of a person
    R. A.
    Financial Professional
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    Dec 18, 2024
  • Stylized image of a person
    C. C.
    Independent Insurance & Annuity Advisor
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    United StatesFlorida
    Aug 12, 2025
  • Stylized image of a person
    D. R.
    Advisor
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    United StatesFlorida
    Oct 21, 2025
  • Stylized image of a person
    W. M.
    Financial Professional
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    Oct 21, 2025

Frequently Asked Questions

What is American Heritage Financial, LLC known for?

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American Heritage Financial, LLC was founded in 2013 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore American Heritage Financial, LLC's company overview page for more information.

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

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American Heritage Financial, LLC employees' email format typically follows the pattern of . 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?

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American Heritage Financial, LLC has approximately 74 employees as of December 2025. These team members are located across 1 continents, including North America.

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

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As of December 2025, American Heritage Financial, LLC's key employees include:

  • President: T. S.
  • Founder: J. H.
  • Managing Partner: M. W.
  • Past President: C. J.
  • Managing Partner: E. N.

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