Heritage Point Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

close

Team photo for Heritage Point Group
Team photo for Heritage Point Group

View Larger


Advisors

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 Anthony Barber

Anthony Barber

CFP®, CRPC, APMA®, CEPA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Anthony Barber's website
Advisor photo for David Richards

David Richards

CFP®, APMA®, CEPA®

Financial Advisor

Visit David Richards'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 Mary Zwarych

Mary Zwarych

CFP®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Mary Zwarych'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

Maxwell Walck

Maxwell Walck

Client Service Specialist

Autumn Marrero

Autumn Marrero

Marketing Specialist