Heritage Wealth Planning
13101 Morris Road, Alpharetta, GA 30004
Location & Phone number
About the Business
Heritage Wealth Planning is a leading finance institution located at 13101 Morris Road in Alpharetta, Georgia, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment planning, retirement planning, estate planning, and more. At Heritage Wealth Planning, we pride ourselves on providing personalized and comprehensive financial solutions tailored to each client's unique needs and objectives. Contact us today to learn more about how we can help you build and preserve your wealth for generations to come.
Reviews
"First time ever found jose while browsing YouTube videos, he is genuinely honest person and has good understanding of educating the community as a group rather than targeting very rich group of individuals living and planning for financial growth. Josh appears very practical way of his thinking and presenting the facts. I am learning to plan life better and positive ways for retirement. I am very thankful for time and education. Wish you and your family a success ."
"Josh shares a wealth of retirement strategies and information on his YouTube channel, ‘Heritage Wealth Planning.’ I’ve learned a lot and enjoy his no-nonsense style. He’s really opening up my mind and making me seriously think about my future and how I’m going to achieve goals. Forever grateful for his kindness and wisdom."
"I've been watching Josh consistently for over a month and I keep going back. Why? Because I love to learn. I feel so lucky to have found his youtube site. He's a genuine guy who helps people. Check out his channel for sure."
"I accidentally found Josh' channel on Youtube while doing research on 401k and social security. You see, I'm about to retire and I want to make sure that I do my due diligence before I go off into the sunset and enjoy what's left of my life. Josh is amazing! He is very knowledgeable when it comes to wealth planning. His site covers a multitude of financial topics and goes over everything step by step. This is very helpful especially when your own financial knowledge is somewhat limited. I learned a great deal about Social Security, among other things, just by watching his channel. I love how he shows you, step by step, how to figure out your SS benefits at various age levels of retirement. Sorry, Josh, would give you more stars, but it only goes to 5!"
"Josh is extremely knowledgeable and is great at making seemingly difficult concepts easy to understand. His YouTube videos and his books have taught me so much about all facets of investing, retirement planning, and tax planning, and his 'Keep it Simple' approach gave me the confidence to be proactive about managing my investments. His videos are a must watch, and his books are a must read no matter what stage of life you are at!"
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