Halberor Investments LLC

Heritage Investment Group, founded in 1993, specializes in wealth management and investment guidance for high-net-worth individuals, families, charitable foundations, and qualified plans. With a commitment to ethics and integrity, they operate as independent fiduciaries, ensuring that clients' interests are prioritized in every aspect of their financial planning. Backed by over 60 years of collective experience in the finance industry, the firm's disciplined investment process is rooted in a philosophy that acknowledges the inherent risks of investing. Their dedication to nurturing client relationships is underpinned by a foundation built on trust and respect for the legacies they manage. Generated from the website

SpecialtiesOur business is a small, family owned private money lender that helps real estate investors fund fix and flips and re-finance investment properties. We are local to Pompano Beach but have the ability to lend on any investment property in the State of Florida.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy