About Us

Our Firm

At Heritage Harbor Financial Associates, we offer an in-depth approach to wealth management that encompasses all aspects of your financial life. Our strength lies in our holistic approach - our ability to see and understand each aspect of your financial life and how they relate to and affect each other, now and in the future.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Our comprehensive process includes:

  • A personal consultation to establish your goals, desires and objectives.
  • Gathering the qualitative and quantitative data that reflects your circumstances.
  • Spending time analyzing the data to understand your personal situation.
  • Developing financial strategies to meet your objectives.
  • Implementing your agreed upon strategies designed to pursue your financial goals.
  • Monitoring, reviewing and adjusting your program as needed on an ongoing basis.

 

We would be happy to meet with you to discuss your investment needs and objectives.

California Insurance License #: 0L33945

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Heritage Harbor Financial Associates is not owned or operated by AXA Advisors or AXA Network.

AXA Equitable Holdings, Inc. is a publicly traded corporation, and it and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to axa.com

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