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Specialties
At Stern & Heatwole Financial Group, we provide assistance in the following areas:
Investments
Insurance
Retirement
Other Services
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss an/or transact securities business with residents of the following states: Securities & Insurance Products (Variable Annuities): AZ, AR, CA, CO, DE, DC, FL, GA, ID, IN, LA, MD, MA, MN, NV, NH, NJ, NY, NC, OH, OK, PA, SC, TX, VA, WA, WV. Advisory: VA, GA, FL Life, Disability & LTC Insurance: VA, WV, NY, SC, NC, MD
History
Established in 2001.
With over 70 years of combined experience, Stern & Heatwole Financial Group is dedicated to building long-term relationships with both individuals and businesses through quality work and personal service. Our philosophy is based on long-term investing, diversification and client education. We believe that An Educated Consumer Is Our Best Client.