Heartland Planning Associates

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1800 W Lane Ave Fl 2
Columbus, OH 43221
+1 (614) 392-5303
http://www.heartlandplanningassociates.com
Whether you're looking for retirement planning, insurance, wealth management, or education planning, our Heartland Planning Associates are here for you. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer Member FINRA/SIPC (finra.org/sipc.org). Insurance products are offered through LPL or its licensed affiliates. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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5.01 reviews
Anthony V.
10/3/2025

We started a project to combine 3 generations of family members each with different needs in a city 100 miles from our current location. After stopping in at each of the 10, yes 10, banks within a...

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