Heritage Point Group

Advisors

Advisor photo for Scott Richards

Scott Richards

CRPC, APMA®

Private Wealth Advisor

Managing Partner of Heritage Point Group
Visit Scott Richards's website
Advisor photo for Stephen T Meli

Stephen T Meli

CFP®, ChFC®, CMFA®, APMA®, CRPC

Private Wealth Advisor

Visit Stephen T Meli's website
Advisor photo for John D Lentz

John D Lentz

CRPC, APMA®

Financial Advisor

Chartered Retirement Planning Counselor™
Visit John D Lentz's website
Advisor photo for Alan Shannon-Breslin

Alan Shannon-Breslin

CPA, CFP®

Financial Advisor

Visit Alan Shannon-Breslin's website
Advisor photo for H J Cook

H J Cook

CFP®, APMA®

Financial Advisor

Visit H J Cook's website
Advisor photo for Lourdes M Visperas

Lourdes M Visperas

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Lourdes M Visperas's website
Advisor photo for Anthony Barber

Anthony Barber

CFP®, CRPC, APMA®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Anthony Barber's website


Team

Erica L Spiegel

Erica L Spiegel

Business Development Manager,

Chief Operating Officer of Heritage Point Group
Kristy Muffley Gable

Kristy Muffley Gable

Client Service Specialist

Autumn Marrero

Autumn Marrero

Marketing Specialist