Heritage Financial Consultants

Five Star Claims Adjusting is a licensed public adjuster firm based in Lakewood Ranch, FL, dedicated to representing clients rather than insurance companies. With over 15 years of experience, they aim to ensure fair settlements by navigating policy coverages, coordinating inspections, and maximizing policy benefits. Their services include a comprehensive 11-point inspection and policy claim review, which is offered at no cost. They specialize in claims related to water, fire, wind, hail, and hurricane damage, providing thorough documentation and negotiation support to achieve optimal outcomes for their clients. Generated from the website

Our wealth management advisors in TIAA's Sarasota, FL office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Sarasota, FL office is a smaller satellite office, so please call today to schedule an appointment (800) 842-2252.

J.B. Underhill CPA is a full-service accounting and business advisory firm located in Tampa, Florida, serving clients across the Tampa Bay area. With a blend of Big Four experience and a commitment to personalized service, they offer a range of specialized accounting services tailored to various industries, including medical, dental, and restaurant sectors. The firm distinguishes itself through its relationship-based approach, striving to build lasting partnerships with clients while providing strategic guidance and invaluable insights throughout the year. J.B. Underhill CPA excels in addressing complex tax problems and offers services such as tax preparation, planning, and relief solutions, enabling businesses to focus on their growth and success. Generated from the website