{"id":97796,"date":"2025-10-01T22:02:19","date_gmt":"2025-10-01T22:02:19","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/97796\/"},"modified":"2025-10-01T22:02:19","modified_gmt":"2025-10-01T22:02:19","slug":"heritage-investment-group-top-100-financial-advisors-2025","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/97796\/","title":{"rendered":"Heritage Investment Group \u2014 Top 100 Financial Advisors 2025"},"content":{"rendered":"<p>Heritage Investment Group, based in Pompano Beach, Florida, is ranked No. 2 on this year&#8217;s CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.<\/p>\n<p><strong>Assets Under Management:<\/strong> $1.9 billion<strong><br \/>Accounts Under Management:<\/strong> 2,358<br \/><strong>Years in Business:<\/strong> 32<\/p>\n<ul>\n<li>Accepts clients in all 50 states<\/li>\n<li>Physical offices in Florida<\/li>\n<li>$1 million minimum asset threshold<\/li>\n<\/ul>\n<p><strong>Leadership and Contact Information:<br \/><\/strong>Frederick MacLean Jr., president<br \/>Timothy Slattery, chief investment officer<\/p>\n<p><a href=\"http:\/\/heritageinvestment.com\" target=\"_blank\" rel=\"nofollow noopener\">heritageinvestment.com<\/a><br \/>2480 NE 23rd St., Pompano Beach, FL 33062<br \/>(954) 785-5400<\/p>\n","protected":false},"excerpt":{"rendered":"Heritage Investment Group, based in Pompano Beach, Florida, is ranked No. 2 on this year&#8217;s CNBC Financial Advisor&hellip;\n","protected":false},"author":2,"featured_media":97797,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[177],"tags":[79,207,18,62564,49449,19,17,234,235,16231],"class_list":{"0":"post-97796","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-personal-finance","8":"tag-business","9":"tag-business-news","10":"tag-eire","11":"tag-exclude-from-automated-curation","12":"tag-financial-consulting","13":"tag-ie","14":"tag-ireland","15":"tag-personal-finance","16":"tag-personalfinance","17":"tag-suppress-zephr"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/97796","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=97796"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/97796\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/97797"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=97796"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=97796"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=97796"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}