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We came to Rick on the recommendation of a friend to discuss our financial situation and investments. What we didn't realize is that working with Rick would be life changing for us! He provided us with the tools we needed to understand wealth building, debt reduction, strategies for purchasing big and small items and spending habits. His vast knowledge of the market/funds and his integrity shines through! We have recommended several friends to visit with Rick and ALL have switched their financial dealings to him.

George and Sylvia H

The people at The Heritage Group have been fabulous in helping us establish our financial goals and in implementing a plan to see our goals realized. They have been excellent at explaining a variety of financial strategies and in making suggestions that are tailored to our unique circumstances. We feel very comfortable with the decisions that we have made and with the direction of our financial future.

Jock and Jessica M

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