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OTHER INFORMATION & RESOURCES

Hours of Operation

Monday thru Thursday  9:00am - 6:00pm
Friday 9:00am to 4:00pm
Administrator Hours 9am – 2pm Monday – Friday
Consultations by appointment only please contact Robin Thomas to schedule.

Strategic Partners

Although we feel financial planning is a central component of a client’s plan we understand that other professionals are required to provide all the services and products a client will need to achieve a balanced financial plan. After a careful screening process we have developed a list of professionals in both Central Florida and the Triangle Area of North Carolina that we coordinate with for our clients’ benefit. These areas include, but are not limited to: attorneys, accountants, insurance agents, mortgage professionals, and realtors. Please contact your advisor for a specific area and introduction.

Heritage Financial Services, LLC receives no direct or indirect compensation for client referrals to these organizations nor from the products/services they provide.