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Heritage Wealth Planning
- Financial Services
- Alpharetta, GA
About this business
Location details
6th Floor, BLDG 1, 13101 Morris Rd, BLDG 1, Alpharetta, GA, 30004, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Josh is an exceptionally knowledgeable financial advisor. His Heritage Wealth Planning YouTube channel is one of my go-to resources for retirement planning. He breaks down complex financial topics—especially Social Security—in a way that's both easy to understand and engaging, often adding a touch of humor. I've read three of his books, and thanks to his guidance, I now feel confident about retiring much earlier than I originally planned. His insights truly helped me “Relax & Retire” with peace of mind.
Thank you Josh for simplifying the retirement process. It took me a while to come over to your thinking as the investment world told me to keep working and saving. Josh was the first guy I talked to that listened. Never thought I would be saying this but I’m now a certified Caveman. Thank you and God Bless.
Great source for info in both the general planning and thought process of preparing for retirement. Josh is a no B.S. kind of guy.
And excellent man and an excellent business.
Frequently asked questions about Heritage Wealth Planning
How is Heritage Wealth Planning rated?
Heritage Wealth Planning has a 4.7 star rating with 53 reviews.
When is Heritage Wealth Planning open?
Heritage Wealth Planning is open now. It will close at 6:00 p.m.
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