Heritage Financial, LLCFinancial advisor in Gainesville, FL

Heritage Financial, LLC is a financial advisor at 13500 Progress Blvd, Alachua, FL 32615, ranked #22 of 38 financial advisors in Gainesville and rated 5.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Gainesville, FLUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (352) 474-6544 Website ↗

Key facts

Key facts about Heritage Financial, LLC
Address	13500 Progress Blvd, Alachua, FL 32615, Gainesville, FLGet directions
Phone	(352) 474-6544
Website	myfinancialheritage.com
Hours	Monday to Thursday: 8:30 AM – 5 PM; Friday: 9 AM – 12 PM
Google rating	5.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category

Service area

Based in Gainesville, FLView on map

Opening hours

Opening hours for Heritage Financial, LLC
Day	Hours
Monday	8:30 AM – 5 PM
Tuesday	8:30 AM – 5 PM
Wednesday	8:30 AM – 5 PM
Thursday	8:30 AM – 5 PM
Friday	9 AM – 12 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Heritage Financial, LLC

How is Heritage Financial, LLC ranked in Gainesville?

Heritage Financial, LLC is ranked #22 of 38 financial advisors in Gainesville by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Heritage Financial, LLC’s hours?

Heritage Financial, LLC is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 5 PM; Friday, 9 AM – 12 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What do Google reviews say about Heritage Financial, LLC?

Heritage Financial, LLC has a rating of 5.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Heritage Financial, LLC?

Call Heritage Financial, LLC on (352) 474-6544. The business is at 13500 Progress Blvd, Alachua, FL 32615, Gainesville, FL. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Heritage Financial, LLC compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Heritage Financial, LLC (this business)	—	64	5.0 (4)	No	No
Truist	#20	64	3.1 (53)	Yes	No	9.6 mi
Edward Jones - Financial Advisor: Sheila K Smith, AAMS®	#21	64	5.0 (4)	No	No	12.6 mi
Edward Jones - Financial Advisor: Reagan K Potts, CFP®	#23	64	5.0 (4)	No	No	7.3 mi

See all 38 ranked financial advisors in Gainesville