Jarrett R.
10/8/2014
Shanna was recommended to me from my financial coach, (Kelsa Dickey with Fiscal Fitness...another great company and professional to connect with) and both Shanna and her team have exceeded my...
Heritage Financial Strategies
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323 S Gilbert Rd Ste 111
Gilbert, AZ 85296
Heritage Financial Strategies, located in Gilbert, Arizona, specializes in providing personalized financial planning and investment management services. With over 20 years of experience in the financial industry, their team of independent fiduciaries is dedicated to helping clients achieve financial success through clear guidance and tailored strategies.
Offering services such as mindful money coaching and support during life transitions like divorce, Heritage Financial Strategies emphasizes transparency with straightforward costs and no hidden fees. Their commitment to building trust and understanding clients' unique financial needs sets them apart in the financial planning landscape.
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4.510 reviews
Bart W.
12/5/2021
We've been with Shanna almost since the beginning when HFS was basically just a one woman show. She's been very helpful in providing good advice to insure that the money that we have had invested...
Marie S.
7/29/2017
It took me almost one year to debate if I was going to write a review about this company due to the fact that it won't quite put them in the best light. However, knowing there are folks out there...
Billie T.
3/15/2021
Shanna is an absolute powerhouse advocate for women going through divorce. As a divorce professional for more than 15 years I can attest to her abilities and professionalism. Shanna is a CDFA...
Jennifer F.
1/17/2018
Shanna is by far the best financial advisor I have ever worked with. She is honest, genuine, and an excellent communicator. I met with several financial advisors before deciding to go with...
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