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.
To our most valuable friends (our clients) we wish to say Thank You. We have been through some changes the past couple of years, but through it all you still have the same team that you had for more than fifteen years but with a couple of new faces. Germaine is an Enrolled Agent and holds the unique designation of an N.P.T.I. Fellow for her advanced education in IRS representation; Delina is not only an experienced staff accountant but a huge Yankees fan (to Ken’s dismay); and our newest addition, Sajeev who comes to us from one of the big 4 accounting firms. Add them to the mix of your regulars: Joe, Chuck, Kory, Donna, Carol, Chad, Margie, Malissa, Lu, Bobbie, Patty, Joan, Ken, and Gail and you’ve got one amazing team with experience and knowledge.
Heritage Advisors, LLC is located at 1440 E. Missouri Avenue, Suite C200, Phoenix AZ 85014. Our phone numbers and portal will remain the same.