MEDICARE BENEFICIARIES: We do not offer every plan available in your area. Currently, we represent most organizations which offer many products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get information on all of your options.
The information presented on this website is for general informational purposes only and should not be construed as an offer or solicitation to buy or sell any insurance or investment product or service. Any information provided is intended as a courtesy and should not be considered legal, tax, or investment advice. Before implementing any financial strategy, you should consult with your attorney, tax professional, and/or qualified financial advisor.
When you access a third-party website through a link on this site, you are leaving the Heritage Insurance & Investments website. Heritage Insurance & Investments makes no representation regarding the completeness, accuracy, or reliability of information contained on third-party websites.
Heritage Insurance & Investments is an independent insurance agency offering insurance products and services only in states where properly licensed. Heritage Insurance & Investments does not provide investment advisory services, securities products, or investment recommendations.
Investment Services: Heritage Insurance & Investments partners with Both Hands Financial Group to provide access to professional investment advisory services through SEC-registered investment advisers. Heritage Insurance & Investments itself is an insurance agency and does not provide investment advisory services.
When investment advisory services are appropriate, clients may be referred to Both Hands Financial Group, LLC. Investment advisory services are offered through First Advisors National, LLC ("FAN Advisors") and Optivise Advisory Services, LLC ("Optivise"), SEC-registered investment advisers. Investment advisory services are provided only by individuals who are properly registered or licensed through FAN Advisors and/or Optivise.
Both Hands Financial Group, LLC, FAN Advisors, Optivise Advisory Services, LLC, and Heritage Insurance & Investments are separate and independent entities. Neither FAN Advisors nor Optivise provides insurance products or services. Advisory services are offered only pursuant to a written advisory agreement, and the applicable Form ADV disclosure brochure is available upon request.
