Reviews for Heritage Financial Planning

Feb 2024

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.
Nov 2023

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!
Mar 2023

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.

From Heritage Financial Planning

Heritage Financial Planning (HFP) is a financial planning and Registered Investment Advisory firm with offices conveniently located in Dallas, Grapevine, and Plano, TX. The firm specializes in providing Fee-Only financial planning services and investment advice to individuals and families. Heritage Financial Planning advisors work solely for their clients: as fee-only advisors, potential conflicts of interest regarding compensation are removed.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 5/5