Heritage Financial Partners, LLC Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Heritage Financial Partners, LLC operates in the financial services industry, offering comprehensive planning services designed to help middle-class families pursue and maintain financial security in retirement. The firm emphasizes a structured, five-step approach to financial planning, retirement readiness, tax optimization, investment management, and estate planning, with a focus on guiding professionals and families through major life transitions such as retirement or selling a business. Based in Green Bay, Wisconsin, the firm provides advisory services to clients seeking clarity and confidence in their financial decisions, drawing on long-term experience across its multi-faceted service offerings. The organization positions itself as a local partner for individuals aiming to organize their finances and develop proactive plans, supported by investment advisory services through its affiliation with CWM, LLC.

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