Heritage First is a Wealth Management firm helping clients plan, save and invest for the future with confidence. Since most people lack the time, temperament and knowledge to develop and execute their own financial plan, we assist clients in their best way forward. Securities offered through IBN Financial Services Inc., Member FINRA/SIPC. IBN Financial Services is not affiliated with Heritage First. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Heritage First are not affiliated companies.