Financial advisory services offered through Acorn Financial Advisory Services, Inc. (AFAS), a Registered Investment Adviser.
Securities offered through The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC.
Heritage Financial LLC representatives are investment advisor representatives with AFAS and registered representatives with SFA, which are otherwise unaffiliated with Heritage Financial, LLC.
At present one or more of the individuals who represent Heritage Financial, LLC hold security registrations with the states of DC, FL, HI, IA, IL, MD, NY, NJ, PA, TX, VA, WA, and WV, and insurance licenses in DC, FL, MD, IL, NY and VA
Supervising office 703-293-3100