services

Services

We at Heritage Wealth Managers, as investment advisors of Securities America Advisors, Inc., practice comprehensive financial planning and are committed to fostering the vibrancy of living through the financial planning process. Woven throughout the practice of financial planning are the important matters of living—faith, relationships, goals, and legacy. Our “process” orientation affirms that the journey is the destination.

Heritage Wealth Managers is totally committed to high quality service. We feature a combination of five factors that reflect this commitment.

Holistic approach	We take a wide range view of how our clients can move toward achieving their financial and non-financial goals.
Integrated service	We offer a one-stop shop for our clients financial matters.
Non-biased recommendations	We provide objective, fee-based advice that puts our clients first.
Specialized service	Our specialty is in retirement planning, IRA rollovers, and lump sum investments.
Personalized service	Our dedicated staff responds to all inquiries immediately during normal business hours.

Even as we continuously strive to improve, we believe that the clients with whom we journey receive the best service in the industry.

Our services include:

Financial plan creation
Investment management
Long-term care planning
Retirement planning
Tax planning
Estate planning
Analysis of severance options
Analysis of stock option plans
Lump-sum settlements
Trust and inheritance

Professional Relationships

Heritage Wealth Managers also maintains several trusted professional relationships in the community to help provide you with comprehensive financial solutions.

If you would like to see how a relationship with Heritage Wealth Managers can benefit you, please e-mail us at johncfp@heritagewealthmgrs.com or call us toll-free at (800) 815-1099. Tax, Legal and Trust services are offered by third parties not affiliated with Heritage Wealth Managers or the Securities America companies.

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, John Czajkowski, Registered Principal. CA Insurance License #0B21151. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor, John Czajkowski, Financial Advisor. Heritage Wealth Managers and Securities America companies are unaffiliated. John B. Czajkowski is securities licensed in Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Michigan, Minnesota, New York, Ohio, Oregon, Texas, Washington and Wisconsin and is insurance licensed in Arizona, California, Colorado, Florida, Illinois and Wisconsin.