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BBB Accredited Business since
Family Heritage Group, LLC
Phone: (916) 967-3500 Fax: (916) 967-3520 View Additional Phone Numbers 8261 Greenback Lane, Suite 100, Fair Oaks, CA 95628 View Additional Web Addresses
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We provide our clients with the educational tools they will need in order to qualify for Government Entitlements. We specialize in Veterans' Aid & Attendance Benefits, Service Connected Disability Benefits and Custodial Care Planning for the General Public under the Medi-Cal Entitlement Program. Additionally, we are a full service Investment Advisory Firm and Securities Approved (FINRA) as a Branch Office (Registered Representative) of National Planning Corporation (NPC).
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A BBB Accredited Business since
BBB has determined that Family Heritage Group, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Family Heritage Group, LLC include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
These agencies may include:
Financial Industry Regulatory Authority-FINRA
Phone Number: (301)590-6500
The number is 4109502.
Department of Insurance
Phone Number: (800) 927-4357
The number is 0D06513.
Type of Entity
Limited Liability Company (LLC)
Business ManagementMr. Edward Outland, Principal
Estate Planning & Management
Hours of Operation
|M||:||10:00 AM - 5:00 PM|
|T||:||10:00 AM - 5:00 PM|
|W||:||10:00 AM - 5:00 PM|
|Th||:||10:00 AM - 5:00 PM|
|F||:||10:00 AM - 5:00 PM|
Products & Services
Family Heritage Group, LLC offers comprehensive estate planning programs.