The official press release about my move to Heritage Financial Strategies:
Join us in welcoming Heritage Financial Strategies to the Gilbert Heritage District. Heritage will be run by co-founder Shanna Tingom, formerly of Edward Jones, who will offer her investment clients more choices and flexibility with the same high level service they have always enjoyed.
“The Heritage District provides a great opportunity for businesses to grow, places to eat, and has a culture that makes me want to stay for the long-term. I am looking forward to continuing to build strategic partnerships with other business owners like Becky Cholewka of Cholewka Law. Together Becky and I can offer our clients comprehensive financial and estate planning services,” says Tingom.
Tingom is dedicated to educating her investment and financial planning clients. Whether it’s starting and growing investment accounts, saving for college tuition, planning for retirement, or finding answers to investment-related questions, Tingom will find an answer.
“It’s not just about money. It’s about creating a community of people who can help each other. From estate planning, accounting, personal and business budgeting, I want to connect my clients with the people they need to help them reach their financial goals,” says Tingom.
Are you ready to discuss your financial goals with Gilbert, Arizona's one-and-only Dave Ramsey Smartvestor Pro?
East Valley Smartvestor Pro Financial Goal Planning and Retirement Planning Advisor. Serving the East Valley Region of Greater Phoenix area. Watch the video of your city below.
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