Bartlett & Selzer Collection

Welcome to Heritage Financial Solutions, LLC. Whether you are funding a college savings plan, your retirement plan, or looking for a way to transfer wealth to your heirs, we offer the products such as mutual funds, variable and fixed annuities, tax-free investments, long-term care insurance, and life insurance to help you work towards your financial goals. Our team includes certified public accountants and life and health insurance professionals who have experience working with individuals, businesses, employers and employees in planning and implementing retirement, investment, financial, wealth management and estate planning strategies.

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

Wells Fargo Advisors, based in Garden City, KS, is a financial services firm that offers a range of investment and advisory products, including IRAs, college savings plans, and insurance solutions. With a client-first approach, the firm emphasizes personalized service through dedicated financial advisors to help clients navigate their financial journeys and achieve their goals. In addition to investment management and estate planning, Wells Fargo Advisors provides strategic insights and market commentary to assist investors in making informed decisions. Its commitment to safeguarding clients from potential scams further exemplifies its dedication to maintaining financial integrity and independence. Generated from the website