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Resources

 

Links

  • SEC Advisor Website
  • FINRA BrokerCheck

Disclosures

  • ADV 2A & 2B
  • Form CRS (Client Relationship Summary)
  • Privacy Notice

Calculators

  • Savings Calculator
  • College Savings Calculator
  • Loan Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator
  • College Cost Estimator

 

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

 

7926 East 171st Street
Belton, Missouri
64012 United States

dthompson@heritage-kc.com

(816) 348-2060

Investment Advisory Services offered through Heritage Asset Management, LLC, an SEC Registered Investment Advisor.  

The Heritage Asset Management web site is limited to general information and assists clients of the firm to gain access to their respective accounts.  No account or personal information is contained in this site.  Furthermore, no information or commentary on this site should be construed as individual advice or a call to action for any client or perspective client.  Any such commentary, product, strategy, or theory contained in this site should be considered generic.  We recommend, if any questions arise, please contact your advisor directly for clarification. 

Form ADV 2A & 2B  |  Privacy Notice  |  Form CRS (Client Relationship Summary)

 

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