Heritage Financial, led by Ara Malazian, CFP, is a financial planning firm based in Santa Ana, CA. Specializing in comprehensive financial services, the company assists clients in managing their assets and planning for their financial future.
With a focus on personalized strategies and client education, Heritage Financial aims to help individuals and families navigate the complexities of financial planning. By offering tailored solutions and guidance, the firm strives to empower clients to make informed decisions and achieve their long-term financial goals.
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