Heritage Financial Services is a comprehensive financial and insurance firm based in Laguna Niguel, California, specializing in wealth management, estate planning, and insurance solutions. With a dedicated team of professionals and a broad network of carriers, they stand out for their personalized approach to helping clients secure their financial futures and protect their assets.
The firm operates as an independent agency, allowing them to shop for the best policies and investment options tailored to individual needs. Their experienced advisors guide clients through complex financial decisions, offering clarity and expertise in areas such as retirement planning, business structuring, and risk management. They serve individuals, families, and business owners seeking holistic financial security and growth.
Services Offered
- Financial Planning
- Estate Planning
- Insurance Services (Life, Disability, Long-Term Care, Business, Term Life)
- Investment Advisory (Registered Investment Advisors)
- Annuities
- Business Planning / LLC Formation
- IRA & 401K Rollovers
- Pension Rollovers
- Precious Metals Investment (Gold & Silver)
- Tax-Free Income Strategies
- Notary Public Services
Heritage Financial Services primarily serves clients in Laguna Niguel and surrounding areas, holding California License #0G98543. Their client-focused approach and wide range of carrier partnerships ensure tailored solutions for diverse financial and insurance needs.
