Heritage-Fanning Group is a leading financial services firm based in Woodbury, NY, offering a wide range of solutions in employee benefits, estate planning, and retirement planning. With a team of experienced professionals, including managing partners, directors, and executive assistants, the company provides personalized and innovative strategies to meet the unique needs of each client. Committed to community impact, Heritage-Fanning Group is dedicated to delivering exceptional service and creative solutions to help individuals and businesses achieve their financial goals.
As a member of M Financial Group, Heritage-Fanning Group operates independently and is registered with M Holdings Securities, Inc. The firm's team includes experts in asset analysis, policy service, client development, and employee benefits, ensuring comprehensive support and guidance for clients. With a focus on compliance and a commitment to excellence, Heritage-Fanning Group is a trusted partner for individuals and businesses seeking reliable financial solutions.
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