News & Updates

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

Heritage Named to 2018 Advisory-HQ Top Financial Advisers in Tampa Ranking

February 23, 2018

Heritage Investment Group is pleased to announce that it has been named to the Advisory-HQ ranking of Top 8 Financial Advisors in Tampa and St. Petersburg, Florida for 2018. 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 4-step selection methodology for ... Read More

Equifax Breach – What One Security Expert Recommends

September 27, 2017

You have likely heard in the news that Equifax had a data beach, potentially exposing the personal information of 143 million individuals.  Brian Krebs, a security expert, posted an article, offering his advice on how to mitigate damage from this incident. Click here for article:  Equifax Breach – What You Should Know       ... Read More

Heritage Named to 2017 Financial Times 300 Top RIA Ranking

June 22, 2017

Heritage Investment Group is pleased to announce it has been named to the 2017 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 fourth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary ... Read More

Heritage Welcomes Arno Barre – Summer Intern

March 29, 2017

Arno Barre is a student at the American Business School of Paris and for the past two summers he has been interning with Heritage. We are fortunate to have him back for his final six-month internship that will allow him to fulfill his final requirement to earn his Business Degree this year. Over the past ... Read More

Heritage Named to 2017 Advisory-HQ Top Financial Advisers in Tampa Ranking

February 17, 2017

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: http://www.advisoryhq.com/articles/top-financial-advisors-in-tampa-florida/ AdvisoryHQ uses a 4-step selection methodology for identifying, researching, and generating its ... Read More

Heritage Named to 2015 Financial Times 300 Top Registered Investment Advisers

June 18, 2015

Heritage Investment Group is pleased to announce that it has been named to the Financial Times (FT) 300 Top Registered Investment Advisers-2015 list. The list recognizes top independent advisory firms from across the U.S. The annual FT 300 list is produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the ... Read More

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