Heritage Financial Advisory Group 1500 New York 112, Port Jefferson Station, NY 11776

"I would highly recommend Heritage Financial Advisory if you are looking for an investment manager. In this volatile market it is so important to feel comfortable with who is managing your investments and you will find this with Heritage. The whole staff is great. And the online system that they have to help you see what is going on is fantastic."

"Had clients who I assisted with their estate planning and they were also in need of some financial advice. I referred them to Lou at Heritage Financial who did an excellent job in guiding the clients into investment vehicles that were appropriate for their specific needs. Not only did my clients receive excellent advice from Lou, but they also received personal and compassionate care."

"We have been clients of Heritage Financial for over 25 years. It is the most honest, caring, and competent company. Having Mike on their team had added an even greater dimension to their services, especially his weekly 101 tips. With their guidance we feel our financial future is secure! The Goldens Billings, MT"

"Transparent, trustworthy, and honest. Lou, Mike and their team at Heritage Financial keep me and my family up to date on our portfolio. They explain everything in full detail and meet with us every quarter to go over our investments and their strategies. We have been happy with our choice but even happier with the service that comes along with using Heritage. With out a doubt we want to take this chance to recommend this firm as we believe the service and financial experience here is unmatched! Thank you!"

"FraSca Design Group’s years of experience with Mike, Lou and the team at Heritage Financial Advisory Group have been exceptional. Lou personally met with all of our employees and took the time to discuss each of their financial needs. The Heritage team are personable, professional, and they are understanding of each individual’s needs and future goals. It’s so important for our company to work with a financial advisor that is reliable, and we wouldn’t entrust our financial portfolio to anyone else!"