Heritage Investment Group was founded in 1993 to provide wealth management and investment guidance to high-net-worth individuals, families, charitable foundations, and qualified plans. We help bring clarity to your financial situation through logic and process rather than emotional reactions. This starts with an in-depth discovery process to understand your values, goals, and concerns. Next, with the understanding of your unique situation, we create a detailed plan tailored to address the matters that are most important to you and your financial future. Finally, we implement a globally diversified investment strategy based on rational experience and a disciplined process rather than reacting to the noise of the Wall Street media machine. As independent advisors, we are fiduciaries bound by law to put our clients' interests before our own, but we also do so out of respect for the legacies entrusted to our care and the lifelong effort spent building them. All services are fully available to our clients but may not be fully implemented depending on the facts and circumstances of their situation.
View Top Employees from Heritage Investment GroupWebsite | http://www.heritageinvestment.com |
Revenue | $5 million |
Funding | $350000 |
Employees | 20 (20 on RocketReach) |
Founded | 1993 |
Address | 2480 NE 23rd Street, Pompano Beach, Florida 33062, US |
Phone | (954) 785-5400 |
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Industry | Financial Services, Finance General, Financial Planning and Investment Strategy, Finance, Real Estate, Portfolio Management and Risk Analysis, Cash Flow Management, Retirement Planning, Estate / Trust Planning, Tax Management and Reporting |
Competitors | Hatton Consulting, Lawrence Financial Planning, LLC, MARQUIS FINANCIAL MANAGEMENT GROUP, LLC, PrimeSOLUTIONS Advisors, LLC, The Participant Effect |
SIC | SIC Code 621 Companies, SIC Code 62 Companies, SIC Code 6211 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies |
Looking for a particular Heritage Investment Group employee's phone or email?
The Heritage Investment Group annual revenue was $5 million in 2024.
Frederick Maclean is the President of Heritage Investment Group.
20 people are employed at Heritage Investment Group.
Heritage Investment Group is based in Pompano Beach, Florida.
The NAICS codes for Heritage Investment Group are [52, 5239, 523, 52393].
The SIC codes for Heritage Investment Group are [621, 62, 6211].