Welcome to Heritage Investment Services.
Feel free to browse around our site and learn a bit more about us
and the services we offer. We look forward to hearing from you!
Our Mission
Heritage Investment Services (HIS) focus is
investment management consulting.
HIS can help:
* Retirement Plan Rollovers
* Set up and Manage IRAs or Roth IRAs
* Selection of Mutual Funds or CDs
* Assist in manager selection and implementation
* Advise on retirement planning issues
* Consult on 401k Construction