We provide a wide range of services to individuals and businesses in a variety of industries. Our firm strives to meet each client's specific needs in planning for the future and
achieving their goals in an ever-changing financial and regulatory environment.
After more than 30 years of service to our clients, Kennedy, Ehrler and Associates, LLC has decided to make a considerable change in the firm. After much consideration, we are proud to have joined with Heritage Advisors LLC, a multi-disciplinary practice of accounting, tax, law and wealth management services. The addition of their expertise will provide enhanced accounting, trust, estate, tax, investment, insurance and financial capabilities. We look forward to introducing you to the team at Heritage Advisors.
Our new home will be at Heritage Advisors, LLC and the new address is 1440 E. Missouri Avenue, Suite C200, Phoenix AZ 85014. Our phone numbers and portal will remain the same. The merger of our firms is a very exciting opportunity for us, our staff, and you! We strongly encourage you to visit Heritage’s website at www.heritageadvisorsllc.com
We look forward to continuing to serve you with our newly expanded firm and location!