Heritage Financial Strategies
323 South Gilbert Road, Gilbert, Arizona, United States
About the Heritage Financial Strategies
Heritage Financial Strategies is a premier finance institution located at 323 South Gilbert Road in Gilbert, Arizona, United States. With a team of experienced financial advisors, they offer personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to save for retirement, build wealth, or plan for your children's education, Heritage Financial Strategies is dedicated to providing expert guidance and support every step of the way. Contact them today to schedule a consultation and start securing your financial future.
Photos of Heritage Financial Strategies
323 S Gilbert Rd UNIT 111, Gilbert, AZ 85296, United States
Opening hours of Heritage Financial Strategies
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Heritage Financial Strategies
"I don't often leave online reviews and instead prefer sharing my recommendations by word of mouth. However in this case, I need to reach a larger population and sing the praises of Heritage Financial Strategies. In 2016, I was in turmoil as my two previous financial planners had been disappointing disasters. I needed someone who was honest and easy to talk with, someone who understood the markets and my needs, and who didn't try to fit me into a box. Equally important, I needed someone who didn't intimidate me with "Financialese." By chance, I attended a program led by a local attorney, and at the end I asked if she could recommend a good financial planner. She said "Gladly," and tucked Shanna Tingom's business card into my hand. I made a phone call and was able to talk with Shanna immediately. I told her about the life change I was going through and how I needed help with the whole pie: Insurance, medical, vehicle, home, investments, potential retirement, long term care, taxes, estate planning, income, quality of life. Well, I was knocked off my chair. She took time and put my mind at ease. She explained that, although she knew about most of these things, there were some where she would need to point me to someone else whom she knew and trusted. She laughed and said over the next months she would become my new "best friend," and boy, did she deliver. Not only passionate about the financial world and how it works, Shanna is honest and reliable. She is an expert in her field and cares about the little guy. She is always ready to answer my questions in words that I understand. She truly wants the best situation for her clients. Her company has grown these past years, but it has not changed its vision. She selects her employees with care and ensures that they are the best fit. I couldn't have made a better choice. Seven years later, I know that selecting Shanna and Heritage Financial Strategies was one of my best decisions."
"Great people."
"HFS was vetted by a financial celebrity that I often listen to. I spoke with Alden Rowe. I was more than taken back on how quick and comprehensive his viewpoint came together for my portfolios strengths and weakness. His responses to my questions were straight and to the point. Kudos for that alone Alden!"
-
Gordian Advisors
2200 E River Rd #109, Tucson, AZ 85718, United States
-
Hawtree Financial Services
6069 E Grant Rd, Tucson, AZ 85712, United States
-
Oppenheimer & Co. Inc.
10195 N Oracle Rd Suite 115, Oro Valley, AZ 85704, United States
-
Retirement Plan Advisors
425 W Paseo Redondo STE 3, Tucson, AZ 85701, United States
-
Frey Financial
2329 N Tucson Blvd, Tucson, AZ 85716, United States
-
Ashton Thomas Private Wealth
3971 E Paradise Falls Dr Suite 114, Tucson, AZ 85712, United States
-
Merrill Lynch Financial Advisor Andrew S. Isaac
3500 E Sunrise Dr Suite 102, Tucson, AZ 85718, United States
-
Falbaum Crowley Investment Group
3430 E Sunrise Dr Suite 250, Tucson, AZ 85718, United States
-
Financial Planning First, LLC.
3567 E Sunrise Dr #237, Tucson, AZ 85718, United States
-
Northwestern Mutual: Chris Tanjuaquio
1760 E River Rd #247, Tucson, AZ 85718, United States
List of businesses, places and services in Arizona
β business help π services β phones π opening times βοΈreviews π addresses, locations π· photos