HERITAGE INVESTMENT PARTNERS

Heritage Investment Partners, LLP is a private investment management and financial planning services firm whose goal is to provide the most appropriate advice and best client experience within the financial services industry... Heritage is an independent advisory firm. We are free to offer what we consider to be the best solutions for our clients. We are a Registered Investment Advisor - we strive to hold ourselves to a higher standard in every aspect of our business... Becoming a trusted advisor takes place over time. Confidence and trust must be earned. We understand this, so we focus on developing long-term relationships. We engage and deliver advice in the same manner we do for ourselves, our family, and our friends. We want you to feel like you are taken care of, as we work together to help you pursue financial and personal goals.

Also known as: Heritage, Heritage Investment Partners, LLP

Primary location: Chatham United States