Heritage InvestmentsFinancial advisor in Saint Joseph, MO

Heritage Investments is a financial advisor at 2407 N Woodbine Rd, St Joseph, MO 64506, ranked #8 of 13 financial advisors in Saint Joseph 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.

Saint Joseph, MOUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (816) 364-4900 Website ↗

Key facts

Key facts about Heritage Investments
Address	2407 N Woodbine Rd, St Joseph, MO 64506, Saint Joseph, MOGet directions
Phone	(816) 364-4900
Website	heritage-inv.com
Hours	Monday to Thursday: 9 AM – 4:30 PM; Friday: 9 AM – 3:30 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 Saint Joseph, MOView on map

Opening hours

Opening hours for Heritage Investments
Day	Hours
Monday	9 AM – 4:30 PM
Tuesday	9 AM – 4:30 PM
Wednesday	9 AM – 4:30 PM
Thursday	9 AM – 4:30 PM
Friday	9 AM – 3:30 PM
Saturday	Closed
Sunday	Closed

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

Questions about Heritage Investments

How is Heritage Investments ranked in Saint Joseph?

Heritage Investments is ranked #8 of 13 financial advisors in Saint Joseph by RFA Score, with 70 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 Investments’ hours?

Heritage Investments is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 4:30 PM; Friday, 9 AM – 3:30 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 Investments?

Heritage Investments 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 Investments?

Call Heritage Investments on (816) 364-4900. The business is at 2407 N Woodbine Rd, St Joseph, MO 64506, Saint Joseph, MO. 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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Compare nearby financial advisors

Heritage Investments compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Heritage Investments (this business)	—	70	5.0 (4)	No	No
Edward Jones - Financial Advisor: Andrew Halsell, CFP®\|AAMS®	#6	70	5.0 (5)	No	No	0.5 mi
Thrivent - Financial Advisor: Cody F. Vaughn, CFP	#7	70	5.0 (4)	No	No	1.3 mi
Edward Jones - Financial Advisor: Colton G Saunders, CFP®\|AAMS®\|CRPC™	#9	69	5.0 (3)	No	No	0.7 mi

See all 13 ranked financial advisors in Saint Joseph