Our Services

At Heritage Wealth Solutions, we provide professional assistance in a wide variety of areas. However, our sevice areas of specialty can be easily divided into three main categories: Investments, Financial Planning, and Insurance.

Investment Services

  • Bonds
  • Mutual Funds
  • Common Stock
  • ETFs
  • Educational Savings
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • 401k Plans
  • Government Securities
  • Variable Annuities

Financial Planning Services

  • Retirement Plans
  • Profit Sharing Plans
  • 401k Planning
  • 403b Planning
  • College Funding
  • Estate Plans
  • Money Management
  • Social Security Planning
  • Pension Planning

Insurance Services*

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Group Life Insurance
  • Group Disability Insurance
  • Hybrid Insurance

*some insurance services provided through Raymond James