-
Heritage Capital
Financial Planner in Woodbridge CT
Areas of Expertise | financial planning | retirement planning | accounting services | asset management | annuities | long term care | charitable remainder trusts |
Is this your business?Claim it now to make a change or prevent unauthorized access.∞ 6 recommend
-
-
Address
1 Bradley Rd Ste 202
Woodbridge, CT
06525 -
Map
-
About
Heritage Capital focuses on protecting and growing investment principal for individuals, foundations, trusts and corporations that have entrusted their savings and future with us. With more than $100 million in collective assets over the years. Paul Schatz, President and Chief Investment Officer of Heritage Capital, LLC ( HC ), in in Woodbridge CT, developed and manages all eight of the firm's currently offered investment programs. Paul brings an increasingly high tech approach to investing by enhancing all of the firm's investment models and data monitoring using sophisticated computer programs. Heritage Capital is a Registered Investment Adviser with the Securities and Exchange Commission.
-
I've been doing this for 9 years
-
Hours of Operation
Mon, Wed, Fri 9:00AM - 5:00PM
Tue, Thu, Sat - Sun Closed
Holidays Closed