Robert Lee's Contact Details

Robert Lee's Company Details

American Heritage Financial

Cantonment, Florida, US • 77 Employees
Financial Services

American Heritage Financial is your local financial services company assisting in creating financial & protection strategies catered to meet your specific needs. Whether you are approaching retirement or already retired, American Heritage Financial can assist you with securing your financial future. Creating a strategy with AHF can eliminate the worry of unexpected bills, running out of retirement income or leaving unwanted debt for your family. Managing Partners representing our Florida offices are Edward Nelson (Pensacola) and David Keith (Tallahassee). Managing Partner Shawn Parry represents our Texarkana, AR office. Managing Partner and Vice President Career Distribution, Robert Lee MBA, CLF represents our Birmingham, AL office. President, Craig Jernigan, LUTCF, CLF founded AHF in 2013. American Heritage Financial has representatives who are licensed and authorized to conduct life insurance and securities business in Florida and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. American Heritage Financial is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or a Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of American Financial Heritage and have not been reviewed for completeness and accuracy. For additional information, please refer to one of the following consumer websites: www.FINRA.org, www.SIPC.org.