- Individual Plans
- Life Insurance
Why choose this provider?
Heritage Wealth Management, LLC, is a financial service provider that serves individuals and businesses in Gainesville. It offers various healthcare, Medicare, long-term care, and disability income insurance plans that cover healthcare costs. The firm also provides additional services, such as retirement planning, estate conservation, and investment management. Wealth manager Sophie Lancaster established the firm to help individuals meet their financial goals. She and her husband are active in their local ministry where they serve as youth leaders.
Florida Division of Insurance Agent and Agency Services