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THE HERITAGE GROUP OF COMPANIES

Vision. Values. Enduring Wealth.

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2202 Tiiu Ct.
Toms River, NJ 08755
  • Phone:
    800-343-9448 /732-557-5550
  • Fax:
    732-557-5330
  • E-mail address: admin@heritageadvisorynj.com
  • E-mail address: admin@heritagegroupofcompanies.net
  • Home
  • About Us
    • Our Mission Statement
    • Our Team
    • Our Location
    • Our Firm
    • Our Services
    • NJ Medicaid Planning
    • Client Portal
    • Love Letters to Grandchildren
    • Featured Links
    • Tell A Friend
  • Asset Protection
  • Long-Term Care Planning
    • 7 Medicaid Myths
    • Medicare vs. Medicaid
    • 4 Ways to Pay
    • Workshop Information
  • Financial Planning
    • Lifestyle Planning
    • Retirement Planning
    • Insurance Planning
    • 401(k)'s
    • Investment Planning
    • Tax Reduction
    • 75% Tax Trap
  • Resources
    • Articles
    • Calculators
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us
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About Us

  • Our Mission Statement
  • Our Team
  • Our Location
  • Our Firm
  • Our Services
  • NJ Medicaid Planning
  • Client Portal
  • Asset Protection
  • Long-Term Care Planning
  • 7 Medicaid Myths
  • Medicare vs. Medicaid
  • 4 Ways to Pay
  • Workshop Information
  • Financial Planning
  • Lifestyle Planning
  • Retirement Planning
  • Insurance Planning
  • 401(k)'s
  • Investment Planning
  • Tax Reduction
  • 75% Tax Trap
  • Featured Links
  • Tell A Friend
  • Love Letters to Grandchildren

Contact Us

2202 Tiiu Ct.
Toms River, NJ 08755
  • Phone:
    800-343-9448 /732-557-5550
  • Fax:
    732-557-5330
  • E-mail address: admin@heritageadvisorynj.com
  • E-mail address: admin@heritagegroupofcompanies.net

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  • Glossary

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  • Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Home
  • About Us
    • Our Mission Statement
    • Our Team
    • Our Location
    • Our Firm
    • Our Services
    • NJ Medicaid Planning
    • Client Portal
    • Love Letters to Grandchildren
    • Featured Links
    • Tell A Friend
  • Asset Protection
  • Long-Term Care Planning
    • 7 Medicaid Myths
    • Medicare vs. Medicaid
    • 4 Ways to Pay
    • Workshop Information
  • Financial Planning
    • Lifestyle Planning
    • Retirement Planning
    • Insurance Planning
    • 401(k)'s
    • Investment Planning
    • Tax Reduction
    • 75% Tax Trap
  • Resources
    • Articles
    • Calculators
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. The Heritage Group of Companies and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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