Heritage Investment Group is pleased to announce that it has been named to the Advisory-HQ ranking of Top 9 Financial Advisors in Tampa, Florida-2017. The list recognizes top advisory firms in the local area.

Click the link below to see their review:

Firms do not pay for their ranking. AdvisoryHQ uses a 4-step selection methodology for identifying, researching, and generating its list of top ranking firms:

  • Step 1: Using publicly available sources, AdvisoryHQ identifies a wide range of financial advisors, RIAs, financial planners, accounting, and wealth management firms providing services in a designated area (city, state, or local geographic location).
  • Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms. These filters include a firm’s fee structure, fiduciary classification, level of independence, transparency, and objectivity.
  • Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors, including experience level (broad level of expertise and extensive years of experience), level of customized services, and website quality. Open door policy, resource availability (number of “available” advisory professionals and supporting staff), and range of provided services are also assessed to build up a broad picture of what each firm has to offer, before the final selection process occurs.
  • Step 4: Based on the results of the performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public.

We at Heritage are delighted to be recognized for the work our partners and associates do in service to our clients.