Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Heritage Financial Advisory, based in Smithtown, New York, is a dedicated financial planning and wealth management firm committed to helping clients achieve long-term financial success. With a comprehensive approach, the firm offers personalized services tailored to
individual needs, focusing on strategies to grow assets and secure financial independence. Heritage Financial Advisory prides itself on leveraging the latest tools and technology to provide clients with a competitive edge, emphasizing preparation, education, and execution. The firm assists clients in navigating complex financial landscapes, including budgeting, risk management, tax implications, and business succession planning, all while fostering a deep understanding of each client’s goals. Located at 180 East Main Street, Suite 301, Smithtown, NY 11787, Heritage Financial Advisory serves as a trusted partner for individuals and businesses seeking to build lasting wealth and enhance their financial well-being. Securities and advisory services are offered through Commonwealth Financial Network, www.Finra.org / www.Sipc.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA's Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html
