Heritage Wealth Planning - Alpharetta, Georgia

Address: 13101 Morris Rd 6th Floor, BLDG 1, Alpharetta, GA 30004.
Phone: 705761620.
Website: heritagewealthplanning.com
Specialties: Financial planner, Investment service.
Other points of interest: Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 43 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Heritage Wealth Planning

☎️705761620

Heritage Wealth Planning: A Trusted Guide for Secure Financial Future

Heritage Wealth Planning stands out as a premier financial advisory firm located at Address: 13101 Morris Rd 6th Floor, BLDG 1, Alpharetta, GA 30004, offering comprehensive services tailored to individuals seeking a secure financial future. With an emphasis on financial planning and investment services, this firm is dedicated to helping clients navigate the often complex world of investments and retirement planning.

Key Features and Services

- Expert Financial Planning: Heritage Wealth Planning boasts a team of financial planners who specialize in crafting personalized strategies to meet each client's unique needs.
- Investment Services: Their investment services are designed to grow wealth over time, considering both risk tolerance and long-term goals.
- Language Assistance: Recognizing the importance of communication, they offer language assistance to ensure everyone can understand and benefit from their services.
- Accessibility: The office is fully wheelchair accessible, with a wheelchair accessible entrance, parking lot, and restroom to accommodate all clients.
- Appointment Recommendation: Given the personalized nature of their services, it's recommended to schedule an appointment to discuss how they can specifically help you.

Location and Contact Information

Heritage Wealth Planning is conveniently located at 13101 Morris Rd 6th Floor, BLDG 1, Alpharetta, GA 30004, making it easily reachable for those in the Atlanta area. For immediate assistance or inquiries, they can be reached at Phone: 705761620. Their website, heritagewealthplanning.com, provides detailed information about their services and how to get started.

Client Opinions and Testimonials

The firm has garnered a strong reputation with an impressive average opinion of 4.9/5 based on 43 reviews on Google My Business. Testimonials like the following highlight the exceptional service provided:
- "Thank you Josh for simplifying the retirement process. It took me a while to come over to your thinking as the investment world told me to keep working and saving. Josh was the first guy I talked to that listened. Never thought I would be saying this but I’m now a certified Caveman. Thank you and God Bless."
- This kind of feedback underscores the firm's ability to not only understand but also to transform the financial planning journey for their clients.

Recommendation

If you're seeking a reliable partner to guide your financial future, Heritage Wealth Planning is highly recommended. Their approachable, expert guidance, combined with their commitment to accessibility and personalized service, makes them an ideal choice for anyone looking to secure their retirement or manage their investments effectively. Don't hesitate—visit their website heritagewealthplanning.com to learn more and schedule your appointment today. Secure your financial future with the peace of mind that comes from expert planning and support.

Remember, your financial well-being is a journey worth taking with the right partner by your side. Contact Heritage Wealth Planning to embark on this journey towards financial security and peace.

👍 Reviews of Heritage Wealth Planning

Heritage Wealth Planning - Alpharetta, Georgia

Mark W.

5/5

Thank you Josh for simplifying the retirement process. It took me a while to come over to your thinking as the investment world told me to keep working and saving. Josh was the first guy I talked to that listened. Never thought I would be saying this but I’m now a certified Caveman. Thank you and God Bless.

salma A.

5/5

First time ever found jose while browsing YouTube videos, he is genuinely honest person and has good understanding of educating the community as a group rather than targeting very rich group of individuals living and planning for financial growth. Josh appears very practical way of his thinking and presenting the facts. I am learning to plan life better and positive ways for retirement. I am very thankful for time and education. Wish you and your family a success .

Sue P.

5/5

Josh is extremely knowledgeable and is great at making seemingly difficult concepts easy to understand. His YouTube videos and his books have taught me so much about all facets of investing, retirement planning, and tax planning, and his 'Keep it Simple' approach gave me the confidence to be proactive about managing my investments. His videos are a must watch, and his books are a must read no matter what stage of life you are at!

Fishing B. *.

5/5

I accidentally found Josh' channel on Youtube while doing research on 401k and social security. You see, I'm about to retire and I want to make sure that I do my due diligence before I go off into the sunset and enjoy what's left of my life. Josh is amazing! He is very knowledgeable when it comes to wealth planning. His site covers a multitude of financial topics and goes over everything step by step. This is very helpful especially when your own financial knowledge is somewhat limited. I learned a great deal about Social Security, among other things, just by watching his channel. I love how he shows you, step by step, how to figure out your SS benefits at various age levels of retirement. Sorry, Josh, would give you more stars, but it only goes to 5!

Julie V.

5/5

Josh shares a wealth of retirement strategies and information on his YouTube channel, ‘Heritage Wealth Planning.’ I’ve learned a lot and enjoy his no-nonsense style. He’s really opening up my mind and making me seriously think about my future and how I’m going to achieve goals. Forever grateful for his kindness and wisdom.

Meg F.

5/5

I've been watching Josh consistently for over a month and I keep going back. Why? Because I love to learn. I feel so lucky to have found his youtube site. He's a genuine guy who helps people. Check out his channel for sure.

Melissa S.

5/5

I found Josh through his YouTube channel and he talks about financial concepts that are relevant for a single mother. You will learn important information that no one else is talking about. Josh is personable and explains complex financial topics for anyone to understand.

Gary O.

5/5

Congratulations- you have found BY FAR THE BEST RETIREMENT PLANNING SITE ON THE WEB. Why? Josh Scandlen of Heritage Wealth Planning provides the most honest, useful, generous, and insightful retirement planning information and guidance available anywhere on the internet.

Want proof?

PROOF: Josh shows the MATH, not just opinions.
PROOF: Josh is both an educator AND a student of retirement planning. Even a few hours spent listening to his YouTube will save you many $$$.
PROOF: Josh shares legitimate sources of quality retirement information AND points out the errors of the questionable ones.
PROOF: Josh is responsive and interacts freely with his audience- you are hands on with a real highly qualified professional, not just a salesman.
PROOF: Josh provides terrific planning insights for AVERAGE Americans...not just the super wealthy.
PROOF: Josh offers a RARE combination of Expertise + Humility + Generosity + Genuineness. This is the BEST of the WEB when it comes to retirement planning. By far, his YouTube channel is better than all of the more well known personal finance guru's in this field. A rare gem.....please keep it coming Josh!!!