Timothy James Haye, Financial Advisor - Heritage Planners

Toledo, Ohio

Call (419) 887-4700 Visit website →

About

Heritage Planners, based in Toledo, Ohio, provides financial planning services with expertise in retirement planning and investment management. The firm, founded in 1981 by Paul, works collaboratively with clients' legal and accounting professionals to address estate planning, business succession, and asset protection needs. The team includes CFP-credentialed advisors and professionals holding relevant FINRA licenses who serve affluent business owners and professionals.

Specialties

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No
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