Heritage Financial Partners, LLC

Heritage Financial Partners, LLC Financial Planning - Guiding more successful and satisfying relationships with money Securities offered through LPL Financial, Member FINRA/SIPC.

www.finra.org www.sipc.org Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and Heritage Financial Partners, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
09/07/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

Never get stuck with the check again after watching this.
09/05/2026

Never get stuck with the check again after watching this.

Peer-to-peer payment apps are one of the newest ways to send money.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
09/04/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Do you have a will? Is it updated?
09/03/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

A disability could keep you from work and increase costs. How can you protect yourself?
09/02/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Social Security: Retirement's main source of income or monthly bonus? You decide.
09/01/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

Your insurance needs don’t stay the same when the nest empties, but what changes?
08/31/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Do your insurance needs stay the same when the nest empties?

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
08/30/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

When was the last time you paid yourself first?
08/29/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Address

1701 Church Street, Suite D
Norfolk, VA
23504

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

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