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Personalized financial
planning services

Heritage Financial Planning offers you the quality service and attention you deserve.

OUR ADVICE IS DEDICATED TO THE PROSPERITY OF OUR CLIENTS!
Our Services

Financial Planning

At Heritage Financial Planning, you won’t have to worry about dealing with a large corporation. Edward Cohen, MBA, CFP®, dedicates his time to providing you with quality service.
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Tax preparation

At Heritage Financial Planning, we take care of all your tax preparation needs. Edward Cohen, MBA, CFP® will always provide you with personalized and quality service for your tax preparation.
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Why Choose Us

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