HeritagePoint Financial Group Employee Directory

HeritagePoint Financial Group corporate office is located in 101 N Barron St, Eaton, Ohio, 45320, United States and has 1-10 employees.

heritagepoint financial group

heritage point financial

heritage point financial group

heritagepoint financial

heritage point financial group

Employees by Department

Departments

Number of employees

Finance

Sales

C-Suite

Key Employees of HeritagePoint Financial Group

WK
Wes Koch
Managing Director
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

HeritagePoint Financial Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from HeritagePoint Financial Group

Hundreds of professionals searching for HeritagePoint Financial Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

IS
Isaac Shepherd
Email Direct
Managing Partner
United States , Ohio , Eaton

TG
Tammy Garrison
Email Direct
Registered Representative
United States , Ohio , Eaton

WK
Wes Koch
Email Direct
Managing Director
United States , Ohio , Eaton

Former Employees at HeritagePoint Financial Group

Explore people who held key positions, contributed to HeritagePoint Financial Group's success, and advanced their careers.

Caleb Sunvold

Sales Specialist at Fibre Glast

Worked as Agent

at HeritagePoint Financial Group (2018-2019)

Direct

Jesse Denlinger

District Leader at Primerica

Worked as Career Agent

at HeritagePoint Financial Group (2019-2022)

Direct

Seth Baker

Manager, Production at Gosiger

Worked as Career Agent

at HeritagePoint Financial Group (2018-2020)

Direct

Mask Content

Sales Representative at McPrinting

Worked as Career Agent

at HeritagePoint Financial Group

Direct

Mask Content

Private Client Banker at JPMorgan Chase

Worked as Finance Intern

at HeritagePoint Financial Group (2022-2023)

Direct

Explore More

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Frequently Asked Questions Regarding HeritagePoint Financial Group Employees

How many employees does HeritagePoint Financial Group have?

HeritagePoint Financial Group has 1-10 employees

Who are HeritagePoint Financial Group key employees?

Some of HeritagePoint Financial Group key employees are Wes Koch

Where is HeritagePoint Financial Group located?

HeritagePoint Financial Group’s headquarters are located at 101 N Barron St, Eaton, Ohio, 45320, United States

How do I contact HeritagePoint Financial Group?

HeritagePoint Financial Group Contact Info: Phone number: (937) 336-5065 Website: www.heritagepointfg.com

What does HeritagePoint Financial Group do?

HeritagePoint Financial Group is a financial services firm that offers a range of services including retirement planning, estate planning, investment management, insurance, and tax strategies. The company is dedicated to helping clients achieve their financial goals through a client-centered approach, emphasizing personalized financial strategies.... Read More

Is HeritagePoint Financial Group a public company?

HeritagePoint Financial Group is private company therefore does not currently have an official ticker symbol

See more information about HeritagePoint Financial Group Employees