Hi, I’m Sammy Azzouz, President & CEO of Heritage Financial.
It’s always rewarding to receive a referral — especially from someone who has experienced first-hand our meticulous, highly personal approach to helping people manage their wealth. I hope we can do the same for you.
Our website has a lot of great information to help you decide whether Heritage is the right fit for you
My favorite thing about our firm is that we meet with prospective clients 3-4 times before they’ve even hired us. At no cost to them, we build a plan and give them our professional assessment of their financial picture. This page explains that process for you, or watch this 1-minute video.
If I were you, I’d want to know what to expect from the firm: how we charge, if we’re a fiduciary, what services we provide. Answers to those questions and more can be found on the FAQ page.
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