707 3rd Avenue, Suite B, Dodge City, Kansas, 67801
Main:
(620) 471-2020
Fax:
(620) 471-2017
Call Today
Finance & Insurance > Financial Planning & Investments
Welcome to Heritage Financial Solutions, LLC. Whether you are funding a college savings plan, your retirement plan, or looking for a way to transfer wealth to your heirs, we offer the products such as mutual funds, variable and fixed annuities, tax-free investments, long-term care insurance, and life insurance to help you work towards your financial goals. Our team includes certified public accountants and life and health insurance professionals who have experience working with individuals, businesses, employers and employees in planning and implementing retirement, investment, financial, wealth management and estate planning strategies.
Monday:
8:00am
to 5:00pm
Tuesday:
8:00am
to 5:00pm
Wednesday:
8:00am
to 5:00pm
Thursday:
8:00am
to 5:00pm
Friday:
8:00am
to 3:00pm
Saturday:
Closed
Sunday:
Closed
Tags: Certified Public Accountant, Bonds, Education Funding, Mutual Funds, Wealth Management
Products: Life and Health Insurance Planning, Retirement planning (IRA'S/Pensions/401k's/403b's), Asset Management, Fixed and variable annuities, Tax advantaged investments
No reviews yet. Be the first to write a review!
