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Heritage Financial Strategies

EST. AUM
$100,000,000

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Phoenix
CRD Number
Website heritagefinancialaz.com
Client types

Overview

Heritage Financial Strategies, under the direction of Shanna Tingom, is an independent financial firm providing objective advice to clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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