Company Overview
- Headquarters
- One N Upper Wacker Dr. Ste. 4600, Chicago IL
- Website
- heritageplanningpartners.nm.com
- Phone
- (414) 271-1444
- Employees
- 1,030
- Founded in
- 2001
- Industry
- Financial Services
- SIC Code
-
SIC Code 64 CompaniesSIC Code 6411 CompaniesSIC Code 641 CompaniesSIC Code 631 CompaniesSIC Code 63 CompaniesSIC Code 6311 Companies
Financials & Stats
Revenue
$29,300B
Web Visits
50,000-100,000
Who is Heritage Planning Partners
Heritage Planning Partners is a company based in Chicago, Illinois, with 1,030 employees. Heritage Planning Partners specializes in wealth management, guiding driven individuals to align their finances with their life goals and passions. They assist clients in articulating their visions for a meaningful life and legacy, then construct tailored financial plans to support these aspirations. The company emphasizes understanding its clients' values and helping them make confident decisions that contribute to their vision of a fulfilling life. Heritage Planning Partners distinguishes itself through its focus on purpose-driven wealth management. They believe in fostering lifelong partnerships with clients, engaging in meaningful conversations, and ensuring plans evolve alongside their changing needs and aspirations. Beyond financial guidance, the company prioritizes community involvement and strives to create opportunities for growth and improvement for clients, team members, and the wider community. You can learn more about Heritage Planning Partners by visiting their website at heritageplanningpartners.nm.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 23,800M | 412 | New York, NY | 1981 | |
| 11,200M | 100 | New York City, NY | 1860 | |
| 7,600M | 3,511 | Dallas, TX | 1997 | |
| 7,200M | 5,234 | Atlanta, GA | ||
| 6,900M | 6,819 | Atlanta, GA | 1935 |