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Our Travel Conference Room in our Gilbert Office
Sitting Area in our Gilbert Office
Lobby of our Gilbert Office
The two conference rooms in our Gilbert Office
Shanna Tingom, Our Co-Founder.
Our work areas in our Gilbert Office
The kitchen of our Gilbert Office
Shanna Reed, Founder and Financial Planner
Maridea Wealth Management Investment Service

Website: heritagefinancialaz.com

Phone: (480) 397-1184

Cross Streets: Near the intersection of S Gilbert Rd and E Rawhide Ave

Open now

  • Thu 8:00 AM - 5:00 PM

323 S Gilbert Rd Gilbert, AZ 85296 ·1845.05 mi

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Reviews

yelp
4.5 10 reviews
5 star
9 4 star
0 3 star
0 2 star
0 1 star
1
Bart W. 12/05/21

We've been with Shanna almost since the beginning when HFS was basically just a one woman show. She's been very helpful in providing good advice to insure that the money that we have had invested...

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Marie S. 07/29/17

It took me almost one year to debate if I was going to write a review about this company due to the fact that it won't quite put them in the best light. However, knowing there are folks out there...

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Billie T. 03/15/21

Shanna is an absolute powerhouse advocate for women going through divorce. As a divorce professional for more than 15 years I can attest to her abilities and professionalism. Shanna is a CDFA...

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Jennifer F. 01/17/18

Shanna is by far the best financial advisor I have ever worked with. She is honest, genuine, and an excellent communicator. I met with several financial advisors before deciding to go with...

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Angela S. 10/09/14

Shanna is the best, what can I say!! She goes above and beyond what your traditional financial advisor would do. She's personable AND extremely knowledgeable. I have sent several clients, and...

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