Heritage Family Offices, LLP and affiliated entities is a professional association comprised of legally independent professional practices: HFO Certified Public Accountants, LLP; HFO Law Group, LLP; Heritage Insurance Advisors, LLC; and Heritage Wealth Management, LLC. We believe our clients are best served by integrating the primary financial professionals in their lives. Together, our family of companies provides our clients with Certified Public Accountants, tax professionals, attorneys, financial advisors, Certified Financial Planners, and insurance professionals. Please note, however, that not all professionals maintain all these licenses. Please carefully take note of our respective professional licenses, or ask for clarification, when engaging any professional in our firm. Our ...