Heritage Financial is celebrating 30 years of helping clients build, protect, and enjoy their wealth. To mark this milestone, CEO Sammy Azzouz sat down with some of our seasoned financial advisors to share their favorite pieces of investing wisdom — the kind of timeless advice that can guide you through decades of market cycles and through life itself.

Whether you’re just starting your investment journey or a seasoned investor, you’ll walk away with practical insights and enduring principles you can rely on for years to come.

Send your questions to wealthybehavior@heritagefinancial.net



And, don’t miss our free ebook and video course, How To Build Your Next Million—packed with expert insights on saving, investing, and protecting your wealth.