Heritage Financial, Ara Malazian, CFP
505 North Tustin Avenue, Santa Ana, CA 92705
Location & Phone number
505 N Tustin Ave, Santa Ana, CA 92705, United States
About the Business
Heritage Financial, led by Ara Malazian, CFP, is a comprehensive financial institution located at 505 North Tustin Avenue in Santa Ana, California, United States. Specializing in finance, health, insurance, and legal services, Heritage Financial offers expert guidance in retirement planning, with a focus on both the accumulation and distribution phases. With access to a wide range of investment products, the institution ensures that clients have the tools they need to build a secure financial future. Additionally, Heritage Financial emphasizes the importance of proper insurance planning, particularly in relation to life insurance, as a crucial component of any successful financial plan. Trust Heritage Financial to provide the expertise and resources needed to navigate the complexities of financial planning and insurance.
Photos
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Here is a man who truly cares about your financial wherewithal over his own. He sold me products that suited my finances at his own commission/financial loss. Will definitely be sending him referrals. If I trust him with my finances, believe me you should too."
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