Heritage Financial offers a unique environment for the right individual.  We’re looking for experienced professionals who want access to the latest tools & technology, resources for comprehensive financial and retirement planning, competitive compensation and a premiere product lineup.  What sets us apart is our commitment to our representative’s quality of life.  If you’re looking for a home that cares as much about you as it does about your production, Heritage Financial may be the right place for you.  We’re not for everyone, we’re for those special representatives who are looking for more out of life.

Give us a call or contact us to set up an interview.

  • Incentive based commission structure – The more you make the higher your compensation rate

  • Mobile Technology Platform

  • Comprehensive Account Statements

  • Interactive Commission Statements

  • Online Account Access for you & your clients

  • Independent Resources for Life Insurance, Health Insurance & LTC

  • And most important…the Flexibility to build your business around your life


Securities and advisory services offered through LPL Financial (LPL), Member FINRA/SIPC, a Registered Investment Advisor. Heritage Financial, LPL and all entities herein are separate and unrelated companies. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO.  See “Home Page” for full disclosure statement.