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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm

Maridea Wealth Management - Heritage Financial Strategies Team

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Gilbert, AZ
Maridea Wealth Management - Heritage Financial Strategies Team

www.HertiageFinancialAZ.com Heritage Financial Strategies is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC

07/21/2026

It's a big day for our little honorary member of the HFS Team! Join us in saying good luck to one of our advisors' daughters on her first day of Kindergarten today! 🍎✏️

We've known her since she was born 5 years ago! She has often enjoyed making an appearance in our Friday team meetings. We will miss you peeking in to say hi, Vera!

You're going to do GREAT! 🎒🏫

07/20/2026

🎉 Happy National Savings Day! We want to celebrate your savings success stories! How have you reached your financial goals through saving? Share your journey with us and inspire others in our community!

07/01/2026

✨July 1 is National Financial Freedom Day! It's a perfect mid-year moment to pause and review your progress toward your savings and retirement goals.

Small adjustments now can create meaningful change over time. ⌛

Are you on track with the future you envision? Our team at Heritage Financial Strategies is here if you would like a thoughtful mid-year check-in. Reach out! 🔍

06/30/2026

We're wishing you all a safe and fun holiday weekend celebrating our nation's independence! Please note we will be closed coming up on Friday, July 3rd, for Independence Day observed.

06/23/2026

June is Home Ownership Month - a reminder that the place you call home can be a cornerstone of your long‑term financial plan.

Whether you are buying your first home or planning to rightsize in retirement, thoughtful planning can turn your mortgage, equity, and cash flow into powerful tools for your future. 💡

06/09/2026

We're excited to announce that Maridea Wealth Management has made Inc.’s 2026 Best Workplaces list! This list honors companies with exceptional workplace cultures. 🙏

This recognition is particularly meaningful because it reflects something we have believed from day one: ✨ great companies are built by great people. ✨

Founder and CEO, Mier Wang, shared, “Culture and our people are our greatest competitive advantage. We believe that great businesses are built by great people, and we remain committed to fostering an environment where our team can thrive both professionally and personally." 💡

View all the honorees: https://hubs.li/Q04kDByd0

05/29/2026

Happy #529 College Savings Plan Day (5/29)!

A 529 savings plan is a powerful, tax-advantaged way to help fund education for children and grandchildren. And it's not just for college either!

Here are a few ways to observe the day:

📝 Open an account: Explore state-specific promotions and consider starting a 529 plan to support future education costs. Reach out to your advisor to get started.

📈 Increase your savings: Make an additional contribution to an existing 529 plan to keep long-term goals on track. Many plans also offer easy ways for other family members to make contributions to your children's 529's.

🔎 Review state options: Arizona isn't your only option for a 529 plan. Visit the College Savings Plans Network (CSPN) website to compare state plans, contests, and potential incentives. Or reach out to us, and we'll get the ball rolling!

Start small. Thoughtful planning today can make education costs more manageable tomorrow!

05/22/2026

We will be closed on Monday - remembering those who made the ultimate sacrifice for our nation's freedom.

Have a safe weekend!

05/19/2026

🏜️ Choosing a financial advisor can feel overwhelming, but it doesn’t have to be. You deserve guidance from someone who listens and truly understands your desires - and knows how to turn them into long-term goals.

At Heritage Financial Strategies, A Maridea Company, we create plans tailored to your life, not just your numbers.

How do you define the right fit in a financial advisor? Share your thoughts below. 💡

05/14/2026

It's okay to ask for financial planning help, especially when going through a divorce or big life transition.

Heritage Financial Strategies, a Maridea Company, is with you every step of the way to help make your financial planning process simpler and more manageable.

Shanna Reed is a Certified Divorce Financial Analyst. Our team stands ready to help you with expertise and a listening ear.

Call us today! (480) 397-1184

https://hubs.li/Q04dDPBC0

Address

323 S Gilbert Road, Ste. 111
Gilbert, AZ
85296

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm

Website

http://www.heritagefinancialaz.com/

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