Comprehensive Wealth Management & Multi-Generational Estate and Retirement Planning
Helping dreams take flight with financial strategies for life!
Full service stock and bond brokerage with access to institutional and independent research offering active investment management for sophisticated clients
- Life, variable, fixed and long-term care insurance solutions
- Tax free retirement income strategies
- Investment advisory services
- Mutual funds, alternative investment products and unified managed accounts
- Qualified plan designs for businesses/corporations
- Strategic tactical disciplines, comprehensive planning and a diverse investment platform of non-proprietary products
- Charitable planned giving
Securities and Investment Advisory Services offered through NEXT Financial Group, Inc. Member FINRA and SIPC. Heron Financial Partners, Inc. is not an affiliate of NEXT Financial Group, Inc.
2200 Front Street, Suite 303, Melbourne Fl 32901.
Phone: (321) 728-1196