When It Comes To Your Wealth, How Can You Be Sure?

“Financial Advisors Near Me”

It’s a popular Google search.

But for serious investors, it’s not all about location. In fact, FinanceBuzz.com identified 15 questions investors should ask before hiring a financial advisor in an article featuring Heritage Financial’s President, Sammy Azzouz, JD, CFP.

You can (and should) ask all these questions and more.

But what if you could actually test drive the relationship before signing up?

You can. In this 1 minute video, Sammy shares how to do just that.

PERSONALIZED WEALTH MANAGEMENT FOR BUSY, SUCCESSFUL PEOPLE

To get the ball rolling, send an email to hfsletstalk@heritagefinancial.net or complete this form.