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Business Philosophy


How We Work

Our first priority is to help you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Company

Our company was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided comprehensive and personal service, thus earning a reputation for excellence in our industry. For each of our clients, we strive to create financial stability and security to provide financial independence and peace of mind.

Our Commitment

Our team consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our team truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, guide you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our Principle

Our company is based on the principle that the education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, please contact our Financial Professionals.

Contact Your New Financial Professional Today!

 

Our Locations

Pensacola, Florida
Lafayette, Louisiana
Palm Bay, Florida
Tallahassee, Florida
Texarkana, Texas
Birmingham, Alabama
Fort Walton Beach, Florida
Check the background of your financial professional on FINRA's BrokerCheck.
*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC.
American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.
American Heritage Financial, LLC is authorized to conduct life insurance and securities business in Florida and may be licensed in other states. American Heritage Financial, LLC cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
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