Heritage Capital Strategies, Inc.

InsuranceCalifornia, United States2-10 Employees

Heritage Capital Strategies is an independent financial services firm specializing in life insurance solutions for business owners, affluent families, key-executives, and family offices.

Our mission is to help clients identify the life insurance products and funding scenarios that manage your current financial risks while maintaining the flexibility to accommodate future modifications.

Every client has unique circumstances.  We have the analytical proficiency, underwriting expertise and market access to customize a life insurance portfolio that meets your financial vision.

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Securities and Investment Advisory services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Heritage Capital Strategies is independently owned and operated. 
Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

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