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Heritage Financial Solutions, LLC

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Diversified Portfolio Management, LLC, a registered investment advisor. Diversified Portfolio Management, LLC and Heritage Financial Solutions, LLC are separate entities from LPL Financial.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, IA, ID, IL, IN, KS, LA, ND, MO, NY, ND, NE, NJ, NM, TN, OK, TX VA, WI & UT  

Important Disclosures:
Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional.  The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.
 
Third Party Websites:
We may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. As such, while accessing this website you may be linked to such other third-party servers. Access to other websites or use of any third-party tools or programs on this website are subject to all terms and conditions found therein.
 
General Disclosure:
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site, https://adviserinfo.sec.gov/firm/summary/131008.  As with any investment strategy, there is potential for profit as well as the possibility of loss.  We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable.  Past performance is not a guarantee of future results.
 
Click Here for Form ADV Part 3/Customer Relationship Summary.
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