Heritage Financial Planning is a financial planning firm with offices in Dallas, Grapevine, and Plano, Texas. They offer fee-only financial planning services and investment advice to individuals and families. Clients praise the firm's excellent advice, professionalism, and strategies that help with financial planning. Advisors are described as loyal, kind, and capable of growing portfolios while helping clients plan for the future. Clients report being 100% satisfied with the firm's services and have been with them for many years.
I continue to consult with Chad Smith and this firm. Their advice is excellent and their level of professionalism goes above and beyond my expectations. Their strategies have helped me better plan my finances and I will unquestionably continue recommending and visiting them for financial planning needs.
Allison has worked with our family through several life changes over the past 12 (at least) years and has remained loyal, kind, and extremely capable of growing our portfolio and helping us make a plan for the future. She truly cares about her clients and becomes an important ally for life. I cannot commend her enough!
Heritage Financial Planning does a wonderful job providing tax/investment advice and services to our family. They do a great job for us and we are 100% satisfied. We've been their clients for around a decade now.