Heritage Financial Place, IncNavigation Home Home



Contact Heritage Financial Place, Inc.

Our ideal client is someone who meets certain critera.  Although these are ideal criteria, we are willing to work with people who don't quite qualify for certain aspects.

     Are you age 60+?

     Are you nice & coachable?

     Are you ready & able to make decisions?

Are you investment assets of $250,000+ (including surplus checking & savings, Mutual Funds, Annuities, CDs & Money Markets, IRAs & 401(k)s, Qualified Retirement Plans, etc.)  

To schedule an appointment with J. Blake Taylor, simply fill out the following information and we will call you to schedule a time that will be convenient for you.

Fill out my online form.