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Business Profile

Financial Planning Consultants

Heritage Planners
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(419) 887-4707Write a Review

About

Overview

Heritage Planners

1684 Woodlands Dr Ste 105

Maumee, OH 43537-4099

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Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Heritage Planners is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Heritage Planners provides financial and insurance solutions, including estate planning, retirement strategies, business succession, investments, and asset protection. The company assists clients with developing comprehensive financial plans through collaboration with attorneys, accountants, and other advisors.

BBB Accredited Since: 10/22/2008

Years in Business: 22

Products and Services

Asset Protection, Business Planning, Business Succession, Estate Planning, Income Tax Strategies, Individual Planning, Insurance Planning, Investment Advisory, Investment Planning, Life Insurance, Retirement Planning, Special Needs Planning

Business Details

Local BBB:
BBB, NW Ohio/SE Michigan
BBB File Opened:
10/7/2008
Business Started:
3/1/2004
Type of Entity:
Sole Proprietorship
Number of Employees:
5

Additional Contact Information

Principal Contacts
Mr. Paul J Haye CLU, ChFC, AEP, President/CEO
Customer Contacts
Mrs. Christine Kwiatkowski, Compliance Manager
Mr. Paul J Haye CLU, ChFC, AEP, President/CEO
Fax numbers
Primary Fax: (419) 887-4710
Social Media

Licensing information

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.

Additional Information

Business Categories
Financial Planning Consultants, Life Insurance, Retirement Planning Services, Investment Advisory Services, Business Plan

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