Heritage Planning Partners

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

1 N Wacker Dr Ste 4600, Chicago, Illinoi...

Phone Number

(312) 641-8900

Website

heritageplanningpartners.nm.com

Revenue

<$5 Million

Industry

Finance Securities Trading

About Heritage Planning Partners

Heritage Planning Partners is a financial planning and wealth management firm in Chicago. At Heritage Planning Partners we are committed to making sure our clients have a customized financial plan that best suits their needs and the needs of their families.Explore more
Heritage Planning Partners's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Heritage Planning Partners Org Chart

PhoneEmail
MF
United States flag for contact location.
Michael Ferak

Lead Advisor

PhoneEmail
SH
United States flag for contact location.

Senior Operations Associate

PhoneEmail
BF
United States flag for contact location.

Operations Associate

PhoneEmail
GM
United States flag for contact location.

Investment Analyst

PhoneEmail
BV
United States flag for contact location.

Research Analyst

PhoneEmail
JF
United States flag for contact location.

Investment Analyst

PhoneEmail
RM
United States flag for contact location.

Marketing Specialist

PhoneEmail
KH
United States flag for contact location.

Financial Associate & Representative

PhoneEmail
JC
United States flag for contact location.

Financial Advisor

PhoneEmail
TP
United States flag for contact location.

Wealth Management Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heritage Planning Partner...

<$5M
11-50
Private
<$5M
2001
MF
Michael FerakLead Advisor
Alliance Wealth Advisors
$5M
11-50
Private
-
2012
CR
Christopher RossManaging Planning & Investments Partner
Holcombe Financial
<$5M
1-10
Private
-
2006
RH
Russell HolcombePresident & Financial Chief & Planner & Chief Information Officer
Encompass Financial Partn...
<$5M
1-10
Private
-
2017
MS
Mark ScarbroughFounding Partner
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Heritage Planning Partners Tech Stack

A closer look at the technologies used by Heritage Planning Partners

Cloudflare Security

By

Cloudflare
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Frequently Asked Questions Regarding Heritage Planning Partners

What is Heritage Planning Partners's official website?
Heritage Planning Partners's official website is heritageplanningpartners.nm.com What is Heritage Planning Partners's Revenue?
Heritage Planning Partners's revenue is <$5 Million What is Heritage Planning Partners's SIC code?
Heritage Planning Partners's SIC: 62,628 What is Heritage Planning Partners's NAICS code?
Heritage Planning Partners's NAICS: 52,523 How many employees does Heritage Planning Partners have?
Heritage Planning Partners has 11-50 employees What industry does Heritage Planning Partners belong to?
Heritage Planning Partners is in the industry of: Finance, Securities Trading What is Heritage Planning Partners competition?
Heritage Planning Partners top competitors include: Holcombe Financial, Alliance Wealth Advisors, Encompass Financial Partners What technology does Heritage Planning Partners use?
Some of the popular technologies that Heritage Planning Partners uses are: Cloudflare Security How do I contact Heritage Planning Partners?
Heritage Planning Partners contact info: Phone number: (312) 641-8900 Website: heritageplanningpartners.nm.com What does Heritage Planning Partners do?

Heritage Planning Partners is a financial planning and wealth management firm in Chicago. At Heritage Planning Partners we are committed to making sure our clients have a customized financial plan that best suits their needs and the needs of their families.... Read More

 What are Heritage Planning Partners social media links?
Heritage Planning Partners Linkedin page Heritage Planning Partners Facebook page Is Heritage Planning Partners a public company?
Heritage Planning Partners is private company therefore does not currently have an official ticker symbol
See more information about Heritage Planning Partners

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