At Heritage, we believe we can affect positive change in people's lives, by helping them use their money as a tool to increase their return on life. We've developed an innovative approach to help people align their money with their goals, so they can answer the question "how can I live the best life possible with the money I have?".
For the benefit of our existing clients, we accept new clients who have $750,000 or more to invest or those who may meet the criteria within a reasonable timeframe. Our clients are successful individuals and families who come to us seeking an effective game plan, advice in a common language, straightforward fees, and a team that works to make their lives easier.
For the benefit of our existing clients, we accept new clients who have $750,000 or more to invest or those who may meet the criteria within a reasonable timeframe. Our clients are successful individuals and families who come to us seeking an effective game plan, advice in a common language, straightforward fees, and a team that works to make their lives easier.
Reviews (10)
Kenny Schwamb
Mar 15, 2021
Report
Francine Leimeister
Oct 14, 2020
Report
I cannot thank Mike enough for taking time and helping my Mom. He came to my Mom’s house, went over everything with us and she finally felt confident and comfortable with investing her money. Mike is very professional, courteous and knowledgeable. There is a brighter future for my Mom now thanks to Mike.
Alice Golden
Jan 14, 2020
Report
We have been clients of Heritage Financial for over 25 years. It is the most honest, caring, and competent company. Having Mike on their team had added an even greater dimension to their services, especially his weekly 101 tips. With their guidance we feel our financial future is secure!
The Goldens
Billings, MT
The Goldens
Billings, MT
Anthony Pomilla
Sep 12, 2019
Report
Derek Thomas
Jan 21, 2019
Report
Transparent, trustworthy, and honest. Lou, Mike and their team at Heritage Financial keep me and my family up to date on our portfolio. They explain everything in full detail and meet with us every quarter to go over our investments and their strategies. We have been happy with our choice but even happier with the service that comes along with using Heritage. With out a doubt we want to take this chance to recommend this firm as we believe the service and financial experience here is unmatched!
Thank you!
Thank you!
Frank Scarpa
Nov 17, 2018
Report
FraSca Design Group’s years of experience with Mike, Lou and the team at Heritage Financial Advisory Group have been exceptional. Lou personally met with all of our employees and took the time to discuss each of their financial needs. The Heritage team are personable, professional, and they are understanding of each individual’s needs and future goals. It’s so important for our company to work with a financial advisor that is reliable, and we wouldn’t entrust our financial portfolio to anyone else!
David Kirshner
Oct 18, 2018
Report
Michael Christopher
Sep 27, 2016
Report
I had the pleasure of meeting with Mike Desepoli regarding my financial needs. I have never required a financial advisor before and Mike was great! He took the time to make sure I understood the terms he was using and really went out of his way to explain things to me, assuring that I was comfortable throughout the meeting.
I returned just a couple of days later to sign all of the proper documents and he again explained everything to me and walked me through the processes and protocol that the documents would go through the moment they left his office.
I left feeling more than satisfied that
I returned just a couple of days later to sign all of the proper documents and he again explained everything to me and walked me through the processes and protocol that the documents would go through the moment they left his office.
I left feeling more than satisfied that
Chris Beninati
Sep 22, 2016
Report
It was critical for me to find a firm that was honest, had a true mission and showed clear and regular communication with me. I found that with Heritage and that is why I have been a client for the last four years.
Their core values are the exact reason I joined their marketing department this past spring. From this perspective, I can see the dedication in educating and helping individuals, executives and families find their financial plan thats best for them. I also witness the investment they make to a dedicated customer experience at every level.
Their core values are the exact reason I joined their marketing department this past spring. From this perspective, I can see the dedication in educating and helping individuals, executives and families find their financial plan thats best for them. I also witness the investment they make to a dedicated customer experience at every level.
Chris Simone
Aug 13, 2016
Report
The financial advisors at Heritage really took the time to get to know me and ask detailed questions about my financial situation. Deciding whether or not to retire is a big decision and I interviewed several firms in the process, Heritage really made me feel comfortable and helped me understand all my options. My initial consultation was free and lasted over 1.5 hours, they didn't rush me at all. I would highly recommend them.
