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P / 212-485-1536
P / 631-423-0505
E / info@heritagesllc.com
F / 212-485-1537

 

135 Crossways Park Dr #402,
Woodbury, NY 11797

 

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  • M Financial Member Firm 2019 | Disclaimer

    Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Advisor, Member FINRA/ SIPC. Heritage Strategies LLC is independently owned and operated. Heritage Strategies LLC is a Member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck

    The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities

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