Heritage Financial LLC

06/16/2026

Episode 2 - Tuesday Tips with Keith U Heritage !

06/12/2026

Join us for an informative morning at Golden Ocala Golf and Equestrian Club where we will be discussing taxes in retirement.

RSVP for the event on our website and let us know that you plan to attend! We can't wait to see you there! ✨🐎

Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.

06/10/2026

Join us at our upcoming Economic Outlook Class for an engaging discussion in our classroom! Whether you're looking to stay informed or gain a fresh perspective, this is a great opportunity to learn in a relaxed setting.

📍 13500 Progress Blvd., Alachua, FL 32615

Bring a friend and enjoy the conversation!

Space is limited, so be sure to RSVP through the link on our website or contact our office to reserve your seat.

06/09/2026

Episode 1 - Tuesday Tips with Keith U Heritage !

06/08/2026

Introducing...🥁🥁🥁

Tuesday Tips with Keith U Heritage !

06/02/2026

Keith got busy this weekend!

Congratulations to Keith U Heritage and Lewis Perry on capturing the 2026 Florida Panhandle Super Q Team Roping Championship buckle!

Whether he's helping clients pursue their financial goals or competing in the roping pen, Keith brings the same focus, discipline, and commitment to excellence. We're proud to celebrate this accomplishment and grateful to see Heritage Financial represented so well both in the office and in the community.

Join us in congratulating Keith and Lewis on an outstanding achievement! 🤠🏆

05/18/2026

Planning for the future starts with the right conversation. Join us at our next Estate Planning Seminars, hosted at the Dunnellon Public Library on May 27th & June 1st at 11:00am.

Whether you're just getting started or updating and existing plan, this seminar is designed to provide you with valuable insights. Bring a guest and reserve your seat today. We can't wait to see you there 💙!

05/14/2026

We're so grateful for the time, energy, and positivity Tess brought to Heritage Financial during her internship! She was a wonderful part of our team, and we loved having her with us. Wishing her all the best as she takes on her next adventure - we know she has a bright future ahead! ✨

05/11/2026

Great company, great conversations and a beautiful Derby Day. 🏇 We're grateful for the time spent together and all the great moments shared.

A special thank you to Golden Ocala Golf and Equestrian Club for hosting.

05/07/2026

Lunch and Learn at Heritage Financials' Classroom- 11 am
RSVP at: https://lunchandlearnestateplan.rsvpify.com/
13500 Progress Blvd Alachua, FL 32615

May 20, 2026 @ 11:00 AM - Heritage Financial, LLC - 13500 Progress Blvd, Alachua, FL 32615, USA