When you look around town, you’ll find an investment broker on nearly every street corner. Why choose one over the other? What should you be looking for when selecting someone to help you meet your investment goals? Maybe you don’t even know what a realistic investment objective should be or where to begin? Rest assured, we understand how overwhelming that can be. We commend your decision to look for someone with the expertise to help you find the answers.
At Heritage, investors of all sizes have an opportunity to work with two of the most professional, conscientious, well-informed and caring people in the industry. Stephanie and Allison work as a team to identify where you are today, where you’d like to get to, what your unique needs are, and identify a risk tolerance that allows you to achieve your goals while still sleeping easy at night. Then they’ll craft an investment strategy suited just to you. You get to decide whether you like those recommendations or want to make any adjustments before moving forward. They’re available to meet with you in person or over the phone whenever you need them throughout the life of our relationship as well. We’re not interested in a quick sale – we’re with you for the long haul.