Neighbor News
Heritage Financial Consultants Celebrates 20 Years
The Hunt Valley-based company celebrated at Rye Street Tavern
Heritage Financial Consultants celebrated their 20th anniversary with a night of fun and waterfront views at the Rye Street Tavern in Port Covington. Founded by Brian Gracie, a lifelong Baltimorean, the full-service, independent financial services and wealth management firm is headquartered in Hunt Valley, Md. and has expanded with offices in Wilmington, Del., Preston, Md., Vienna, Va., Naples and Miami, FL. Heritage Financial Consultants positively impacts their clients through education, service and diligently executed innovative financial solutions.
Registered associates of Heritage Financial Consultants, LLC are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/ dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants, LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-2573770-060619
