Heritage Investments

Heritage Investments is a financial services company based in St. Joseph, Missouri. The company employs 18 people and generates approximately $2.5 million in annual revenue. Heritage Investments specializes in providing a wide range of financial services to its clients. These services include investment management, retirement planning, estate planning, charitable giving, college funding, insurance needs assessment, tax planning, and life event planning. Their approach centers around understanding each client's individual goals and vision for success before crafting a personalized plan to help them achieve their objectives. The company emphasizes building lasting relationships with clients, taking the time to educate themselves on their financial aspirations. Heritage Investments believes that financial success stems from intentional planning and informed decisions. For more information about Heritage Investments and their services, visit their website at heritage-inv.com. Securities and investment advisory services are offered through Osaic Wealth, Inc. member FINRA/SIPC.