Heritage Business Strategies

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Heritage Business Strategies focuses on the estate/business succession, asset management*, and employee benefit needs of our targeted clientele.  Our client profiles are focused exclusively on privately held business owners, corporate executives, and high net worth individuals.  In our proprietary process our interest is to crystallize our clients’ financial objectives and assist them in implementing a plan to accomplish those objectives.  Through our experience and unparalleled resources, we remain dedicated to providing our clientele sound recommendations geared specifically towards the accomplishment of their objectives.  The asset of our client that we value the most is their trust.

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While the financial media often provide helpful information, they cannot take the place of an experienced financial adviser who is familiar with your particular situation and can offer personalized advice.

If you’re concerned about:
 

• Health and Welfare
• Executive Benefits
• Wealth preservation/Estate planning
• Business succession strategies
• Retirement planning
• Education funding
• Portfolio management*
• Charitable gifting
• Risk Management

As Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, Gordon and John can provide you with a plan to help you achieve your financial goals.

Please use us our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.



Gordon E. Parker, Jr., John H. Greene are agents licesnsed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies collectively in the state(s) of AZ, CA, FL, GA, NC, NY, PA, TX, VA. No insurance business may be conducted outside this/these state(s) referenced. Gordon E. Parker, Jr. California Insurance License #oC49404.

Gordon E. Parker, Jr. is a Registered Representative offering securities products & services through NYLIFE Securities LLC [210 Laskin Road, Ste 100, Virginia Beach, VA 23451; 757-417-7700], John H. Greene is a Registered Representative offering securities products & services through NYLIFE Securities LLC [11820 Fountain Way, Ste 300, Newport News, VA 23606; 757-596-2332] Member FINRA/SIPC, a registered broker-dealer. In this regard, Gordon E. Parker, Jr., and John H. Greene are collectively licensed, and as such this communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, GA, ID, KS, NC, NY, OR, TX, VA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

*Gordon E. Parker, Jr. and John H. Greene are also separately registered as an investment adviser representative's with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services collectively in the state(s) of AZ, CA, CO, FL, GA, ID, KS, NC, NY, OR, PA, TX, VA. As such, these services are strictly intended for individuals residing in the specific state(s) referenced.

**Thomas W. Moss, III is a licensed Life and Health agent, he is not affiliated with New York Life, Eagle Strategies, LLC or NYLIFE Securities, LLC.

Heritage Business Strategies is not owned or operated by Eagle Strategies LLC, a Registered Investment Adviser, or its affilliates.

Heritage Business Strategies, nor its employees, nor New York Life or its affiliates offers tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.