Heirloom Financial Services, LLC
Heirloom Financial Services, LLC (CRD# 282724) is a financial advisory firm headquartered in Phoenix, AZ. They manage $2,503,000 in 71 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts71ACCOUNTS
Average Account Value$35,254
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Wendy Hubbard (CRD# 6278609) is an Investment Advisor Representative working at Heirloom Financial Services, LLC in Phoenix, AZ and has over 4 years of experience in the finance industry. Wendy Hubbard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.