Heritage Financial Group, LLC Employee Directory

InsuranceUnited States2-10 Employees

Heritage Financial Group, LLC (HFG) is a one-stop, independent insurance and risk mitigation resource with access to 50+ reputable insurance carriers. We offer businesses and individuals throughout the Southeast a wide-range of options and flexible packages including a full range of benefits, financial planning and commercial insurance services.

In early 2014, HFG and Kemmons Wilson Insurance Group (KWI) partnered to expand HFG’s expertise and service offerings, providing comprehensive risk management and insurance services.

Together, HFG and KWI are committed to providing exceptional service to our clients. We work with our clients to design a comprehensive, flexible plan that achieves their unique level of risk aversion.

Find Heritage Financial Group, LLC employees' phone numbers or email addresses

Heritage Financial Group, LLC Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Heritage Financial Group, LLC's Leadership

  • Stylized image of a person
    S. B.
    Vice President
    Phone icon
  • Stylized image of a person
    L. O.
    Director Of Client Relations
    Phone icon
  • Stylized image of a person
    C. H.
    Branch Operations Manager
    Phone icon
  • Stylized image of a person
    L. L.
    Business Manager
    Phone icon
  • Stylized image of a person
    D. T.
    Phone icon
  • Stylized image of a person
    L. T.
    Phone icon

Contact profiles from Heritage Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. B.
    Vice President
    Phone icon
    United StatesTennessee
    Oct 18, 2025
  • Stylized image of a person
    L. O.
    Director Of Client Relations
    Phone icon
    United StatesTennessee
    Oct 16, 2024
  • Stylized image of a person
    C. H.
    Branch Operations Manager
    Phone icon
    United StatesNew York
    Apr 24, 2025
  • Stylized image of a person
    L. L.
    Business Manager
    Phone icon
    United StatesTennessee
    Oct 21, 2025
  • Stylized image of a person
    D. T.
    Phone icon
    UNITED STATES
    Jul 07, 2024
  • Stylized image of a person
    L. T.
    Phone icon
    Jul 08, 2024

Frequently Asked Questions

What is Heritage Financial Group, LLC known for?

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Heritage Financial Group, LLC was founded in 1983 operates in the Insurance industry. The company's main headquarters is located in 100 Bluegrass Commons Blvd., Suite 300 Hendersonville, TN 37075, US; you can contact the main corporate office by phone at . Explore Heritage Financial Group, LLC's company overview page for more information.

What is Heritage Financial Group, LLC's most common email format?

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Heritage Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Financial Group, LLC email formats with LeadIQ.

How many employees does Heritage Financial Group, LLC have currently?

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Heritage Financial Group, LLC has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Heritage Financial Group, LLC's key employees and leadership?

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As of December 2025, Heritage Financial Group, LLC's key employees include:

  • Vice President: S. B.
  • Director Of Client Relations: L. O.
  • Branch Operations Manager: C. H.
  • Business Manager: L. L.
  • : D. T.

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