Heritage Financial Strategies, under the direction of Shanna Tingom, is an independent financial firm providing objective advice to our clients. We’re helping them reach financial goals that include saving for a college education, buying a home, saving for a wedding or other special occasion, starting a business, or saving for retirement. Shanna is an independent business owner and is not an employee of an investment or financial services firm.
Because we are independent financial professionals we have the freedom to structure our business in a way that best serves clients. We do our best work for those that are saving for retirement or college education, nearing retirement, are small-business owners, and that are divorcing. As such, we utilize Cambridge Investment Research, Inc. as our broker-dealer to provide services including processing investment transactions, marketing assistance, practice management, and education.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Heritage Financial Strategies is proud to align with Cambridge because of its commitment to core values that are similar to our own. Cambridge is a member of SIPC, which protects securities customers of its members for up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Heritage Financial Strategies are not affiliated. For Financial Professional use only.
This communication is strictly intended for individuals residing in all 50 states, DC, and PR. No offers may be made or accepted from any resident outside the specific states referenced.