News & Updates

2021 Tax Update

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

Heritage Receives Edenark Group ISO 14001 Sustainability Certification

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

Heritage Named to CNBC Financial Advisor 100 Ranking – 2020

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

CARES Act

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                        

Heritage Pursues Edenark Group ISO 14001 Sustainability Certification

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:                      

Heritage Sponsors Estate Planning Council of Broward County Dinner

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

Heritage Named to CNBC Financial Advisor 100 Ranking – 2019

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

Heritage Supports Florida Bar Events

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

Heritage Named to 2019 AdvisoryHQ Top Financial Advisors in Tampa Ranking

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

Heritage Named to 2018 Financial Times 300 Top RIA Ranking

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

1 2

Get updates from Heritage