WealthSource Partners, LLC

Top notch staff and owner! They helped us sort out all of our finances for retirement, built in goals and dreams, and manage college expenses. We pulled all the information together and they organized it. They have awesome financial tools that the customer has access to and can play with and adjust scenarios and risk, retirement age, dreams and goals. All accounts are linked in real time. Justin, Jeff, Amy are all just wonderful people in addition to being awesome financial advisors! Highly recommend!
Mar 23rd, 2021

Justin, David, and the entire team at Heritage Investors have created more value for my company than I could ever repay! Highly recommend!
Oct 28th, 2020

I cannot say enough good things about Heritage Investors and especially Jeff. He has been extremely knowledgeable, helpful and resourceful. I am someone that makes terrible financial decisions and Jeff has helped me to get back on track and look at things in a different perspective to make good financial decisions. We started working on debt less than 10 days ago and we already have 4 accounts paid off. I cannot wait to see what the future holds for us thanks to Jeff and Heritage Investors as we are just getting started.
Oct 27th, 2020

The Heritage Investors team helped us identify our financial goals and needs for retirement and created a plan to get us there. We felt they all went above and beyond any expectations we had and we are well on our way investing money for a wonderful retirement!
Sep 8th, 2020

Heritage Investors has helped me as a new widow with my financial planning. They keep me on a working track for the long haul. The team at Heritage has proven to be proficient , reliable, and readily available. I highly recommend them.
May 23rd, 2020