American Heritage Financial

American Heritage Financial AHF is a client focused financial services agency that focuses on professionalism and integrity.

09/03/2026

Smart tax strategies can feel as rare as Bigfoot. Grab our free guide and learn ways to help keep your retirement savings out of sight. Download now!

08/27/2026

Rising taxes could risk your retirement savings. Download our free guide to discover strategies that can help shield your nest egg from future tax increases. Download now!

08/20/2026

With the national debt past $38.9 trillion, tax rates may rise and hard boil your nest egg. Crack the code with our free guide and learn ways to help protect your retirement. Download now!

🇺🇸 For 250 years, America has been built on freedom, opportunity, and the pursuit of a brighter future. We're proud to c...
07/05/2026

🇺🇸 For 250 years, America has been built on freedom, opportunity, and the pursuit of a brighter future. We're proud to celebrate our nation's birthday. Happy Independence Day! ❤️🤍💙

Today we're reminiscing on our wonderful experience at  !Congratulations to Jeff Hendrix for winning the Rally For Resea...
05/22/2026

Today we're reminiscing on our wonderful experience at !

Congratulations to Jeff Hendrix for winning the Rally For Research Award of 2026! We were incredibly grateful to be able to attend this event and support the wonderful people at the Rally Foundation. The event raised $729,290 for childhood cancer research. We encourage anyone who can to click the link below and donate to their ongoing mission.

We wish Rally all the best as they continue their amazing work making a difference in the lives of children battling cancer.

Link to donate: https://bit.ly/4voI4C4

We’re wishing all the wonderful mothers in our community a joyful and relaxing mother’s day. We couldn’t be more gratefu...
05/10/2026

We’re wishing all the wonderful mothers in our community a joyful and relaxing mother’s day.

We couldn’t be more grateful for the hard work of the amazing mothers on our team and in our area. Happy Mother’s day!

Happy Cinco de Mayo!Cinco de Mayo commemorates the unlikely victory of the Mexican army against French forces in 1862. I...
05/05/2026

Happy Cinco de Mayo!

Cinco de Mayo commemorates the unlikely victory of the Mexican army against French forces in 1862. It marked a significant turning point in the road to Mexican independence from the French. It also helps remind us that, while we may face long odds and setbacks, a solid strategy can be all it takes to reach our goals.

We can't wait to enjoy good food and good company this holiday. What are your Cinco de Mayo plans?

Thank you to the University of West Florida for having us at the end of semester event, and congratulations to Sherry Ha...
05/01/2026

Thank you to the University of West Florida for having us at the end of semester event, and congratulations to Sherry Hartnett on her retirement!

We're incredibly grateful for the opportunity to offer internships and hands-on experience to the hard-working students of UWF. This semester, we've hired two student interns through the program that have joined our admin and marketing team.

We wish Sherry all the best in the next stage of her career and we look forward to working with UWF more in the future.

Happy Financial Literacy Month!We believe financial literacy is a critical skill for building a stable future, and there...
04/28/2026

Happy Financial Literacy Month!

We believe financial literacy is a critical skill for building a stable future, and there’s always more to learn.

That’s why we’re offering free resources on our website to help you grow your financial skills. You can click the link below or go to the “resources” tab on our website to browse courses.

https://bit.ly/48sQKgX

Congratulations to David Keith on his retirement! We had a wonderful time at his party at FSU. David Keith has been with...
04/17/2026

Congratulations to David Keith on his retirement! We had a wonderful time at his party at FSU.

David Keith has been with American Heritage Financial since the start. He's a devoted family man who made an impact on colleagues and clients alike in his time at AHF. Now, after 50 years of serving his community in the financial industry, we're excited to celebrate his well-earned retirement.

We couldn't be happier for you David! We wish you and your family nothing but the best in this new chapter!



Bill Lee Rickey D. Callahan Becky Hollis Wes Fischer Tammy Beal Keith Kevin Keith Alex Kerr Denise Wood Keith Adam Keith Amy Rich Kirkus Sarah Kerr Betty Rich David C. Rich Lynn Cox Iris Wells

Address

3155 Gateway Lane
Cantonment, FL
32533

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18504661292

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