Heritage Financial, Ara Malazian, CFP - Santa Ana, California

Heritage Financial, under the leadership of Ara Malazian, CFP, is a reputable financial consulting firm located at 505 N Tustin Ave, Santa Ana, CA 92705, United States. The firm can be reached by phone at 8777868460 and through their website financialplanningca.com.

Heritage Financial specializes in financial consulting, estate planning, financial planning, health insurance agency, and life insurance agency services. In addition, they offer several points of interest, such as a wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible toilet, and appointments are recommended.

The company has received positive reviews on Google My Business, with a 5/5 average rating. Clients appreciate the firm's dedication to their financial well-being and the high level of trust established between the firm and its clients.

Characteristics

• Financial consultant
• Estate planning attorney
• Financial planner
• Health insurance agency
• Life insurance agency

Location

Heritage Financial is located at 505 N Tustin Ave, Santa Ana, CA 92705, United States.

Contact Information

Phone: 8777868460

Website: financialplanningca.com

Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Appointments recommended

Reviews

Heritage Financial has received 1 review on Google My Business, with an average rating of 5/5.

👍 Reviews of Heritage Financial, Ara Malazian, CFP

Raffi K.

5/5

Here is a man who truly cares about your financial wherewithal over his own. He sold me products that suited my finances at his own commission/financial loss. Will definitely be sending him referrals. If I trust him with my finances, believe me you should too.