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Heritage Financial

Investment advisory services are offered by Signal Advisors Wealth, LLC (“Signal Wealth”), a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration with the SEC does not imply a certain level of skill or training. Insurance products and services are offered through Heritage Financial Resources. Signal Wealth does not offer insurance products. Heritage Financial Resources is not affiliated with Signal Wealth. Additionally, when Heritage Financial Resources and/or its agents are recommending and/or selling insurance products they are not acting on behalf of Signal Wealth or in a fiduciary capacity, and instead are governed by the applicable insurance rules and regulations. For more information about Signal Wealth, or to receive a copy of our Form ADV or Form CRS, please click [here].

Heritage Financial Resources is not affiliated with or endorsed by the U.S. Government or any governmental agency. Heritage Financial Resources and its agents do not provide tax, legal or social security advice. Clients are advised to consult their tax advisor or attorney regarding tax and legal advice and to contact the Social Security Administration at their local office or online at www.ssa.gov.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance is not indicative of future results. The information provided herein is for informational purposes only. None of the information contained herein shall constitute an offer to sell or solicit any offer to buy any security, investment advisory or insurance product. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting client interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in the client’s best interest. Advisors may receive commissions and other compensation for the sale of insurance and annuity products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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Home
About
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About
Services
Events
Contact Us

Contact

937.741.3122
heritage@heritagefinancialus.com
4031 Colonel Glenn Hwy., Suite 102 Beavercreek, Ohio, 45431

Office Hours

Monday-Thursday: 9:00am - 5:00pm
Friday: 9:00am-3:00pm
Saturday and Sunday: Closed

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