Heritage Financial Planning Employee Directory

Financial ServicesTexas, United States11-50 Employees

Welcome to Heritage Financial Planning. Our firm strives to provide excellent financial advice in order that our clients can achieve their financial dreams. When your life savings are at stake, you need a source of advice you can trust. You need a financial advisor who is not swayed by third-party considerations. You need advice which is in your best -- not in the best interest of your advisor! In order to maintain the highest level of independence, flexibility and objectivity when creating these strategies, our firm has made a commitment to not sell products.

Heritage Financial Planning is a member of NAPFA the National Association of Personal Financial Advisors, the largest association of Fee-Only Financial Planners. Heritage has been featured in nearly every major financial publication including Kiplinger's Personal Finance, Money Magazine, theStreet.com, Newsweek, Business Week, Financial Planning Magazine and numerous newspapers including the Fort Worth Star-Telegram and the Dallas Morning News.

Find Heritage Financial Planning employees' phone numbers or email addresses

Heritage Financial Planning Global Highlights

North America
16

United States Of America
16

Europe
1

Germany
1

Heritage Financial Planning's Leadership

M. S. C.
Chief Compliance Officer
Mobile Phone
Email
S. B.
Founder And Principal
Mobile Phone
Email
K. G.
Owner
Mobile Phone
Email
P. B.
Owner
Mobile Phone
Email
C. W.
Director Of Operations
Mobile Phone
Email
A. G.
Managing Director
Mobile Phone
Email
H. B.
Director Of Client Satisfaction
Mobile Phone
Email
C. W.
Relationship Manager & Investment Advisor Representative
Mobile Phone
Email

Contact profiles from Heritage Financial Planning

Name

Title

Contact Info

Location

Last Update

M. S. C.
Chief Compliance Officer
Mobile Phone
Email
United States
Nov 04, 2024
S. B.
Founder And Principal
Mobile Phone
Email
United StatesTexas
Nov 04, 2024
K. G.
Owner
Mobile Phone
Email
United StatesGeorgia
Oct 22, 2024
P. B.
Owner
Mobile Phone
Email
United StatesCalifornia
Oct 22, 2024
C. W.
Director Of Operations
Mobile Phone
Email
United StatesTexas
Nov 07, 2024
A. G.
Managing Director
Mobile Phone
Email
United States
Oct 21, 2024
H. B.
Director Of Client Satisfaction
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. W.
Relationship Manager & Investment Advisor Representative
Mobile Phone
Email
Oct 16, 2024
A. V.
Associate Planner
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Heritage Financial Planning known for?

Heritage Financial Planning operates in the Financial Services industry. The company's main headquarters is located in 10440 N Central Expy 1540 Dallas, Texas 75231 US. Explore Heritage Financial Planning's company overview page for more information.

What is Heritage Financial Planning's most common email format?

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

How many employees does Heritage Financial Planning have currently?

Heritage Financial Planning has approximately 11 employees as of March 2024. These team members are located across 2 continents, including North AmericaEurope.

Who are Heritage Financial Planning's key employees and leadership?

As of March 2024, Heritage Financial Planning's key employees include:

Chief Compliance Officer: M. S. C.
Founder And Principal: S. B.
Owner: K. G.
Owner: P. B.
Director Of Operations: C. W.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking