Heritage Financial Planning

( 1 Reviews )

5465 Legacy Dr Suite 650
Plano, TX 75024
214-446-2100

Claim Your Listing

Listing Incorrect?

Hours

Wednesday:

9:00 AM - 5:00 PM

Thursday:

9:00 AM - 5:00 PM

Friday:

9:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

Monday:

9:00 AM - 5:00 PM

Tuesday:

9:00 AM - 5:00 PM

CALL DIRECTIONS REVIEWS

Chamber Rating

5.0 - (1 reviews)

About
^{Heritage Financial Planning}

Heritage Financial Planning is located at 5465 Legacy Dr Suite 650 in Plano, Texas 75024. Heritage Financial Planning can be contacted via phone at 214-446-2100 for pricing, hours and directions.

Contact Info

214-446-2100

Questions & Answers

Q What is the phone number for Heritage Financial Planning?

A The phone number for Heritage Financial Planning is: 214-446-2100.

Q Where is Heritage Financial Planning located?

A Heritage Financial Planning is located at 5465 Legacy Dr Suite 650, Plano, TX 75024

Q What is the internet address for Heritage Financial Planning?

A The website (URL) for Heritage Financial Planning is: https://www.heritagefinancialplanning.com/

Q How big is Heritage Financial Planning?

A Heritage Financial Planning employs approximately 20+ people.

Q What days are Heritage Financial Planning open?

A Heritage Financial Planning is open:
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM

Q How is Heritage Financial Planning rated?

A Heritage Financial Planning has a 5.0 Star Rating from 1 reviewers.

Hours

Wednesday:

9:00 AM - 5:00 PM

Thursday:

9:00 AM - 5:00 PM

Friday:

9:00 AM - 5:00 PM

Saturday:

Closed

Sunday:

Closed

Monday:

9:00 AM - 5:00 PM

Tuesday:

9:00 AM - 5:00 PM

Ratings and Reviews
^{Heritage Financial Planning}

Overall Rating

( 1 Reviews )

Write a Review

Adam Spinn _{on Google}

Jun 21st, 2020

Reached out to Heritage just looking for someone to take a look at my overall financial situation. Ended up speaking with one of the Managing Directors, Chad Smith, about their services and how that could possibly fit what I was looking for. Chad could not have been nicer and took the time to answer my questions and give me guidance on a few tweaks to make. While my situation isn't currently a fit to be a client of Heritage, I would most definitely go back to them if my situation changed and would recommend you give them a call if you are looking for some financial planning help!

Overall Rating

( 1 Reviews )

Heritage Financial Planning