We also know that sometimes the best way to stay calm is to tune out the chatter. Because of that we don’t want to flood your email with updates during volatility but want you to have the information you want, when you want and need it the most. That’s where this page comes in. Please use it for reference, and know that when we have good, relevant information we will post it here. To schedule a call to talk about what all of this means for you, click HERE.
Check out the background of firms and investment professionals on FINRA's BrokerCheck
Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, KS, MO, NM, NV, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Heritage Financial Strategies makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies, sites, information and programs made available through this site. As of 2017, Shanna has become a Smartvestor Pro in affiliation with author and renown financial advisor, Dave Ramsey.
Gilbert, AZ
Mesa, AZ
Tempe, AZ
Chandler, AZ
Scottsdale, AZ
Phoenix, AZ
Queen Creek, AZ
East Valley
