Over the years that I have been a client at Heritage, they have done a superb job of listening to my financial goals, and helping me achieve them. Thanks to them, and all things being equal, my retirement is and will be calm, financially sound, and will allow me to remain as independent as I wish. I value their insight, respect their continuing research, and appreciate that they continuously study to remain informed and current about the markets and the financial future we can all look forward to.