About Company

Heritage Financial Strategies, a Maridea company based in Gilbert, Arizona, provides independent fiduciary financial planning and investment management focused on helping clients feel confident about their financial future. Heritage Financial Strategies offers personalized financial plans, fiduciary investment services, asset management, divorce planning, financial coaching through its Mindful Money program, workshops, and a client podcast, and partners with Maridea Wealth Management to deliver integrated advisory, insurance, and tax/business services with straightforward costs and ongoing advisor support.

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