Heritage Financial Consultants LLC
This company is a recommended outsourcing provider.
Overview
Founded in 1999, Heritage Financial Consultants has $4 billion client invested assets and provides customized financial planning paired with exemplary customer service to meet the needs of families, individuals, and businesses. Heritage Financial Consultants is consistently recognized for being a top financial planning firm and workplace in the Baltimore area. In 2017 and 2018, Heritage Financial Consultants was awarded the Top Workplaces honor by The Baltimore Sun Media Group, the list being based solely on the results of an employee feedback survey. Heritage was also included on the Baltimore Business Journal's 2018 list of Largest Financial Companies, ranking in the top ten by number of local-area professionals for the second year in a row.
