Broker Check

MEET OUR TEAM

Anthony J. Rossetti, CFP®

President, Founding Member

407-702-6655 ext102

arossetti@heritage-advisors.com

Penn State University, B.S. FinanceCollege of Financial Planning - Financial Planning Curriculum - Principal of Heritage Financial Services, LLC - Active Member of the Financial Planning Association Prior Career Experience - Past...

Read more

John Kelly

Vice President, Founding Member

407-702-6655 ext. 101

407-702-6783

johnb@heritage-advisors.com

University of Central Florida, B.S. Business - Principal of Heritage Advisors Group, Inc. President/Owner of Financial Centers of America (Independent Marking Organization in Insurance industry) Experience as a licensed agent in the...
Read more