Heritage Financial Group, LLC Employee Directory

Q: What is Heritage Financial Group, LLC known for?

Heritage Financial Group, LLC was founded in 1986. Heritage Financial Group, LLC operates in the Financial Services industry.

Q: How many employees does Heritage Financial Group, LLC have currently?

Heritage Financial Group, LLC has approximately 1 employees.

Financial ServicesUnited States0-1 Employees

Investment Planning * Tax Planning * Retirement Planning * Estate Planning * Insurance Planning * for * Accredited Investors * Real Estate Investors * Millennial Investors * Speaker on Financial Topics 

Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA, SIPC. Heritage Financial Group and IFG are unaffiliated entities.

This communication is strictly intended for individuals residing in the states of
CO,MN,MT,NE,OH,TX,WI.

Heritage Financial Group, LLC | 4647 White Bear Parkway | White Bear Lake, MN 55110

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

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

Heritage Financial Group, LLC Global Highlights

North America
5

United States Of America
5

Heritage Financial Group, LLC's Leadership

L. S.
Chief Executive Officer
Mobile Phone
Email
J. E.
President Heritage Financial Group, Llc * Trusted Financial Advisor For Over 30 Years
Mobile Phone
Email
D. H.
Auto Service Manager
Mobile Phone
Email
D. E.
Wealth Advisor
Mobile Phone
Email

Contact profiles from Heritage Financial Group, LLC

Name

Title

Contact Info

Location

Last Update

J. E.
President Heritage Financial Group, Llc * Trusted Financial Advisor For Over 30 Years
Mobile Phone
Email
United StatesMinnesota
Jul 17, 2025
L. S.
Chief Executive Officer
Mobile Phone
Email
Oct 23, 2024
D. H.
Auto Service Manager
Mobile Phone
Email
Oct 22, 2024
D. E.
Wealth Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Heritage Financial Group, LLC known for?

Heritage Financial Group, LLC was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 1551 Livingston Ave, #102, West Saint Paul, MN 55118, US; you can contact the main corporate office by phone at

+1-651-453-****

. Explore Heritage Financial Group, LLC's company overview page for more information.

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

Heritage Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Financial Group, LLC email formats with LeadIQ.

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

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

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

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

Chief Executive Officer: L. S.
President Heritage Financial Group, Llc * Trusted Financial Advisor For Over 30 Years: J. E.
Auto Service Manager: D. H.
Wealth Advisor: D. E.

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