Heritage Planners, located in Maumee, OH, has been providing financial and insurance solutions to families and businesses since 1981. With a team of experienced professionals, including Paul J. Haye, CLU, ChFC, AEP, they offer expertise in estate and retirement planning, business succession, investments, life insurance, and asset protection.
Backed by the resources of New York Life and Eagle Strategies LLC, Heritage Planners develops comprehensive financial plans tailored to their clients' needs, ensuring exceptional service and strategic solutions for a secure financial future.
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