Heritage Business Strategies Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Heritage Business Strategies is a Virginia-based financial services firm that focuses on helping business owners coordinate the many elements of their finances and risk management. Drawing on backgrounds in economics, law, finance, and education, the team offers a range of services from business formation and succession planning to cash-flow analysis, retirement planning, and estate management. The firm positions itself as an adviser to the business owner, capable of delivering advisory services as well as financial products tailored to individual needs.

The company operates within a network associated with New York Life, providing access to insurance and other financial solutions, while also offering investment advisory through Eagle Strategies LLC and securities transactions through NYLIFE Securities LLC. It is not owned or operated by New York Life Insurance Company or its affiliates, and clients are advised that tax, legal, or accounting matters should be handled by appropriate professionals. Headquartered in Virginia Beach, the firm maintains a small professional team focused on integrated planning for its clients.

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