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Individual Investor

Whether you are only starting a savings plan or you are well on your way to a significant nest egg, Heritage can help you evaluate the myriad of options available to you.  You can count on us to treat you as a valued client and to provide top class service to you at all times.  Perhaps you want to start a college savings account for your children. Maybe you are making the transition out of the workforce and in to retirement and wish to create an income stream to supplement your pension and or social security income.  Whatever your circumstances, Heritage will provide a customized solution for you.  We look forward to working with you.

If you have a specific question, please contact us at [email protected]