Our Mission Statement

We believe there is no substitute for providing value and unparalleled client service.  You know that you deserve nothing less and so do we.

All of the American Heritage Financial representatives are seasoned professionals and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based financial advice that our clients can trust.

We take the time to ask questions and listen to you while identifying your underlying financial concerns. Then we partner with you to select a mix of investments that are designed to  help manage risk, based on each client’s personal risk tolerance to help maximize long term growth and income.  This plan is designed to address all of your needs, and help ensure that outcomes align with your goals.   We will monitor and continually fine-tune your financial plan and individual portfolio.

One of the many benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future, helping you anticipate any unforeseen pitfalls.

We’re looking forward to using our experience to help you pursue your financial goals. 

To meet with an American Heritage Financial representative, contact us today.