We offer several services to help you achieve your financial goals.

  • Comprehensive Financial Planning
  • Preparing for Retirement
  • Investment Management
  • Retirement Plans
    • 401 (k)
    • IRA
    • Roth IRA
    • Simple IRA
    • SEP IRA
    • 403 (b)
    • 412i
  • College Savings Plans
  • Mutual Funds
  • Annuities
  • Life Insurance & Disability
  • Long-Term Care Insurance

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at info@heritagefa.com or call us at 419-887-5887 or 800-769-3504. We look forward to hearing from you.