Heritage Retirement Advisors, LLC, based out of Colleyville, TX, is a distinguished investment advisory firm catering to the needs of high net worth individuals. With over 240 individual clients, they diligently manage assets totaling $180,491,000. Committed to providing exceptional financial services, Heritage Retirement Advisors operates from a single office and also offers insurance brokerage services. While employer funds comprise a significant portion of their assets under management, 401K and individual accounts make up less than 30%. With complete discretionary authority, the firm ensures personalized investment strategies...