July 28, 2021
No matter how, when or why tax law changes and updates were made, they can hurt or help your bottom line. Proper tax planning begins with understanding what laws changed or were updated from the previous year. To help you out, we pulled together some of the most important changes and adjustments for 2021 and ... Read More
December 29, 2020
Heritage Investment Group is proud to be Edenark Group ISO 14001 sustainability certified. The Edenark Group ISO 14001 environmental sustainability certification program is the premier sustainability standard. The certification program helps organizations define how it interacts internally and externally with the environment. It incorporates improvement in the handling of energy, waste, water, materials management, employee ... Read More
October 6, 2020
Heritage Investment Group has been named to the CNBC Financial Advisor 100 Ranking for 2020. All of us at Heritage are honored to receive this recognition. The listing affirms our goal to be the best investment advisor in the business, providing great value and service to our clients. Click the link below to read CNBC’s ... Read More
March 31, 2020
On March 27, 2020 President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act”) into law. Click the link below to view a summary of the highlights of the CARES Act: Heritage Investment Group CARES Act Summary
January 21, 2020
Heritage Investment Group is proud to announce the pursual of the Edenark Group ISO 14001 Sustainability Certification. Check out the announcement below:
November 27, 2019
Heritage Investment Group was proud to sponsor the Estate Planning Council of Broward County dinner on November 21, 2019. Pictured here are the Heritage team with the speaker for the evening. Left to right: Joe Gitto, Craig Chuang (who is also the Estate Planning Council President), the speaker George Karibjanian, and Fred MacLean, Jr. ... Read More
October 14, 2019
Heritage Investment Group has been named to the CNBC Financial Advisor 100 Ranking for 2019. All of us at Heritage are honored to receive this recognition. The listing affirms our goal to be the best investment advisor in the business, providing great value and service to our clients. Click the link below to read CNBC’s ... Read More
September 11, 2019
Heritage Investment Group is a proud sponsor of the Real Property, Probate, Trust and Litigation (“RPPTL”) Section of the Florida Bar. On July 25th and 26th we participated as sponsors and exhibitors at the annual Legislative Update held at The Breakers in West Palm Beach. On August 22 – 24 we participated as sponsors and ... Read More
March 21, 2019
Heritage Investment Group is pleased to announce that is has been named to the AdvisoryHQ ranking of the Top 10 Financial Advisors in Tampa and St. Petersburg, Florida – 2019. The list recognizes top advisory firms in the local area. Click the link below to see their review: https://www.advisoryhq.com/articles/top-financial-advisors-in-tampa-florida/ AdvisoryHQ uses a multi-step selection methodology* ... Read More
June 29, 2018
Heritage Investment Group is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary ... Read More