At Heritage Financial, our team of Green Bay financial advisors empowers clients to pursue financial freedom through professional guidance, personalized financial planning, and dedicated service. Since 1992, we've helped families, business owners, and executives navigate their financial futures with trust, transparency, and accountability.
Based in Green Bay, Wisconsin, we proudly serve clients nationwide, offering comprehensive investment management and financial planning solutions tailored to your unique goals. Let us help you build a financial future with a strategy designed just for you.
We have been with Heritage Financial for many years. We have been pleased with the service provided by previous Financial Planners and are very pleased with Stephanie Lee.
September 2026
My wife and I have worked with Heritage Financial for many years. Both Stephanie and Doug have been exceptional. We developed a retirement plan years ago, and it was executed perfectly by Heritage. If you're looking for a company to help you on the road to retirement, I highly recommend Heritage Financial In Green Bay.
August 2026
I’ve been working with Jeremy Weller since 2011. Jeremy’s expertise is notable, plus he is incredibly personable- always available to answer questions and plan forward.
