Heritage Financial Group

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

497 Circle Freeway Dr Ste 228, West Ches...

Revenue

<$5 Million

Industry

Finance Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Heritage Financial Group

Heritage Financial Group is a trusted mortgage advisor specializing in both purchase and refinance transactions. Founded in 2004, the company offers a wide array of mortgage options including fixed-rate, FHA, VA, USDA, and jumbo loans, with a focus on competitive rates and exceptional customer service. Their clients primarily include homebuyers seeking to purchase or refinance residential properties, including first-time buyers and veterans. With a commitment to honesty and integrity, Heritage Financial Group strives to help clients achieve their homeownership goals.Explore more
Popular SearchesHeritage Financial GroupHeritage Financial Group, NMLSSIC Code 61,616NAICS Code 52,522Show more

Heritage Financial Group Org Chart

PhoneEmail
SM
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Director of Processing

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SF
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Senior Loan Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heritage Financial Group

<$5M
11-50
Private
-
-
SM
Susan MeyerDirector of Processing
$7.3M
11-50
Private
<$5M
1998
SK
Spence KillamPartner and Director of Operations
$5.3M
11-50
Private
-
2012
RF
Rick FullerVice President, Business Development
<$5M
1-10
Private
-
-
PB
Paul BranchSenior Mortgage Advisor
<$5M
11-50
Private
<$5M
2017
KV
Kathy VothProcessing Manager
<$5M
1-10
Private
-
2006
ED
Erica DimondLoan Officer and Business Manager
<$5M
1-10
Private
-
2001
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Heritage Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Heritage Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Heritage Financial Group.

Heritage Financial Group Tech Stack

A closer look at the technologies used by Heritage Financial Group

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Frequently Asked Questions Regarding Heritage Financial Group

What is Heritage Financial Group's official website?
Heritage Financial Group's official website is www.heritage-mortgage.com
What is Heritage Financial Group's Revenue?
Heritage Financial Group's revenue is <$5 Million
What is Heritage Financial Group's SIC code?
Heritage Financial Group's SIC: 61,616
What is Heritage Financial Group's NAICS code?
Heritage Financial Group's NAICS: 52,522
How many employees does Heritage Financial Group have?
Heritage Financial Group has 11-50 employees
What industry does Heritage Financial Group belong to?
Heritage Financial Group is in the industry of: Finance, Lending & Brokerage
What is Heritage Financial Group competition?
Heritage Financial Group top competitors include: Houzzle Financial, MSI Lending, Millenium Home Mortgage, North America Mortgage
What technology does Heritage Financial Group use?
Some of the popular technologies that Heritage Financial Group uses are: Microsoft 365, GoDaddy DNS, Sectigo, Amazon Web Hosting
What does Heritage Financial Group do?

Heritage Financial Group is a trusted mortgage advisor specializing in both purchase and refinance transactions. Founded in 2004, the company offers a wide array of mortgage options including fixed-rate, FHA, VA, USDA, and jumbo loans, with a focus on competitive rates and exceptional customer service. Their clients primarily include homebuyers see... king to purchase or refinance residential properties, including first-time buyers and veterans. With a commitment to honesty and integrity, Heritage Financial Group strives to help clients achieve their homeownership goals.Read More

Is Heritage Financial Group a public company?
Heritage Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Heritage Financial Group

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