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 the ... 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
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
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
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
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
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/ Firms do not pay for their ranking. AdvisoryHQ uses a 4-step selection ... Read More
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