Kevin Maltezo, President - First Heritage Financial Services

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Kevin Maltezo, President - First Heritage Financial Services Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.

Osaic Wealth is separately owned and
other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth 813-287-8800

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
10/26/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

What did it take to become the richest man in Babylon?
10/23/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
10/19/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
10/16/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Do you have a will? Is it updated?
10/14/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
10/12/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
10/09/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
10/07/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new, record-high retirement contribution limits from the IRS.

Your financial future is calling. Develop a strategy for your investments today.
10/05/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

Address

1511 N West Shore Boulevard, Ste 1100
Tampa, FL
33607

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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