Heritage Financial Group of CT, LLC - Oxford, Connecticut

Introduction to Heritage Financial Group of CT, LLC

Heritage Financial Group of CT, LLC is a reputable financial consulting firm located at 785 Oxford Rd, Oxford, CT 06478, United States. The company specializes in offering comprehensive financial planning services to meet the diverse needs of their clients. With a strong commitment to excellence and personalized attention, Heritage Financial Group has earned a solid reputation in the industry.

Location and Accessibility

The firm is situated in a convenient location, easily accessible for clients from various parts of Connecticut. The building features wheelchair-accessible parking, entrance, and toilet facilities, ensuring that individuals with disabilities can comfortably visit the office for consultations.

Specializations and Services

Heritage Financial Group focuses primarily on financial consulting, assisting clients with a wide range of financial matters, including retirement planning, investment strategies, and wealth management. The experienced team at Heritage Financial Group is dedicated to providing tailored solutions to help clients achieve their financial goals.

Expertise and Qualifications

• Peter Aiksnoras, the firm's principal, has been in the financial industry for over 15 years, offering valuable knowledge and expertise to clients seeking professional guidance.
• The team at Heritage Financial Group consists of knowledgeable and skilled professionals who are committed to staying up-to-date with the latest industry trends and best practices.

Testimonials and Reviews

Heritage Financial Group has received positive feedback from clients who appreciate the personalized attention and effective solutions provided by the firm. The company has earned a perfect 5/5 average rating based on the limited number of reviews available online.

A satisfied client shared their experience stating, "I've been working with Peter Aiksnoras for over 15 years. Recently, I had a significant life event that required much of Peter's time and support. Peter jumped right in and guided me through all my options, implementing my choices with enthusiasm. If you need financial support or retirement planning, Peter is amazing."

Conclusion

👍 Reviews of Heritage Financial Group of CT, LLC

Scott M. B.

5/5

I've been working with Peter Aiksnoras for over 15 years. Recently I had a major life event (a positive one) that required much of Peter's time and support. Peter jumped right in and guided me through all my options and the implemented my choices with enthusiasm. If you need financial support or retirement planning, Peter is amazing.