About
What Makes Heritage Financial Different?
WE CARE. PURE AND SIMPLE.
Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
Our commitment to excellence is evident
Our commitment to excellence is evidenced by our staff and the quality of our work. Our Team sincerely cares, we really listen, and we always put our clients’ interests before our own.
In short … we treat clients the way we would want to be treated. We are committed to put your needs above all else.
We are relaxed, open and informal, yet professional and effective. Our down-to-earth style and practical experience come from our passion to serve.
Our dedication to collaboration
Our primary goal as trusted advisors is to provide insightful advice, enabling our clients to make informed financial decisions. We do not accept anything less.
Clients tell us they appreciate our accessibility and outstanding service. We answer or find the answers to your questions as they impact your future financial stability.
MEET OUR TEAM
Patricia Lavy
Founder
Jim Lavy
Investment Adviser Representative
Shawn Hicks
Investment Adviser Representative
Evan Hicks
Insurance Agent
Start Your Financial Journey Today.
Let us guide you to financial clarity and success with a complimentary review.