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Contact Information

Office Address

2555 Townsgate Road, Suite 105

Westlake Village, CA 91361

Phone

Fax

(805) 604-2717

Guiding Complex Decisions
for Over 25 Years

2555 Townsgate Road, Suite 105
Westlake Village, CA 91361

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Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC.

Heritage Capital Strategies is independently owned and operated.

Heritage Capital Strategies is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities

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