Who is Heritage Investors
Finally, a company has arrived who is not trying to be all things to all people. We are not just another financial services company. Justin Goodbread and Jim DeTar designed, shaped, and built Heritage Investors to be all things to a few selected clients. Heritage Investors is located in Knoxville, TN and we understand that retirees and business owners face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, employees, business growth and rising healthcare costs. Because over 90% of our clients are retirees or business owners with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.
Heritage Investors, LLC is an independent firm with securities offered through Summit Brokerage Services, Inc., Member FINR…A, SIPC. Advisory services offered through Summit Financial Group Inc., a Registered Investment Advisor. The Representative associated with this site is registered to conduct business in the following states: TN, GA, FL, VA, WV, OK, MI, NC
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This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
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