Heritage Financial is the source for your financial planning and financial counseling needs. Since 1995 Ara has been working with clients to help them with retirement planning, life insurance planning, health insurance planning and estate planning.
Ara’s book, “The Money Diet:Five Easy Steps to Financial Health” has served as a guide for many in getting their finances on track and for achieving their financial goals. The five step program is easy to use and can be used by anyone, regardless of age and financial status.
In 2006 Ara began offering financial counseling services to his clients as well. Seeing the impact that finances had begun to have on his clients’ sense of happiness and personal fulfillment, financial counseling services are designed to provide objective third party guidance on money matters.
• All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities licensed associate of Heritage Financial are Registered Representatives & Investment Advisor Representatives offering securities and investment advisory services through NATIONAL PLANNING CORPORATION (NPC), NPC of America in FL & NY, Member FINRA, SIPC and a Registered Investment Advisor. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Advisor Representative requirements. In addition, follow up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state, Broker Dealer, agent or Investment Advisor Representative registration requirements, or an applicable exemption or exclusion. Heritage Financial and NPC are separate and unrelated companies.