Heritage Strategies
Insurance, 135 Crossways Park Dr, Woodbury, New York, 11797, United States, 11-50 Employees
Phone Number: +12*********
Who is HERITAGE STRATEGIES
Heritage Strategies LLC, an Estate Planning Family Office, offering both proprietary and traditional life insurance products, is focused specifically on the active management of our afflu...
Read More
-
Headquarters: 135 Crossways Park Dr, Woodbury, New York, 11797, United States
-
Date Founded: 2009
-
Employees: 11-50
-
Revenue: $10 Million to $25 Million
-
Active Tech Stack: See technologies
SIC Code: 
Does something look wrong? Fix it. | View contact records from HERITAGE STRATEGIES
Heritage Strategies Org Chart and Mapping
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding Heritage Strategies
Answer: Heritage Strategies's headquarters are located at 135 Crossways Park Dr, Woodbury, New York, 11797, United States
Answer: Heritage Strategies's phone number is +12*********
Answer: Heritage Strategies's official website is https://heritagesllc.com
Answer: Heritage Strategies's revenue is $10 Million to $25 Million
Answer: Heritage Strategies's SIC: 6282
Answer: Heritage Strategies's NAICS: 523940
Answer: Heritage Strategies has 11-50 employees
Answer: Heritage Strategies is in Insurance
Answer: Heritage Strategies contact info: Phone number: +12********* Website: https://heritagesllc.com
Answer: Heritage Strategies LLC, an Estate Planning Family Office, offering both proprietary and traditional life insurance products, is focused specifically on the active management of our affluent families and individuals' estate plans. Our clients estates are managed with the same care, expertise and diligence that our clients apply to their own businesses. Heritage currently boasts over 250 clients with a collective net worth of more than $35 billion. The partners of our firm offer in excess of 100 years of experience helping businesses and families plan for the future. We too often see prescription without diagnosis in our industry. To overcome this from the onset, each client receives The Heritage Book, which condenses an entire estate plan into five to ten basic sheets. This book provides our clients and their advisors with immediate access to critical information to help make the right and best planning decisions. Securities Offered through M Holdings Securities, Inc., a Registered Broker Dealer, Member FINRA/SIPC. Heritage Strategies LLC is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc., nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice of recommendations for any individual. To determine what is appropriate for you please contact a Registered Representative of Heritage Strategies LLC directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Answer:
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month