Kevin Maltezo, President - First Heritage Financial Services

Kevin Maltezo, President - First Heritage Financial Services Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.

Osaic Wealth is separately owned and
other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth 813-287-8800

There are benefits and limitations when using a living trust.
09/02/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Do you know the difference between a credit lock and a credit freeze?
08/31/2026

Do you know the difference between a credit lock and a credit freeze?

Learn the ins and outs of credit locks, freezes, and more.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.
08/28/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
08/26/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/24/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Protect yourself from identity theft.
08/21/2026

Protect yourself from identity theft.

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Do you know the risk factors that can lead to cognitive decline?
08/19/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
08/17/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.
08/14/2026

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

Information vs. instinct. Are your choices based on evidence of emotion?

Have a kid heading off to college? Here are a few tips.
08/12/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Address

1511 N West Shore Boulevard, Ste 1100
Tampa, FL
33607

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Kevin Maltezo, President - First Heritage Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kevin Maltezo, President - First Heritage Financial Services:

Shortcuts

Share

Category