Other Information & Resources

Hours of Operation

Monday thru Thursday  9:00am - 6:00pm
Friday 9:00am to 4:00pm
Administrator Hours 9am – 2pm Monday – Friday
Consultations by appointment only please contact Robin Thomas to schedule.

Strategic Partners

Although we feel financial planning is a central component of a client’s plan we understand that other professionals are required to provide all the services and products a client will need to achieve a balanced financial plan. After a careful screening process we have developed a list of professionals in both Central Florida and the Triangle Area of North Carolina that we endorse and coordinate with for our clients’ benefit. These areas include, but are not limited to: attorneys, accountants, insurance agents, mortgage professionals, and realtors. Please contact your advisor for a specific area and introduction.

Heritage Financial Services, LLC receives no direct or indirect compensation for client referrals to these organizations nor from the products/services they provide.