Heritage Capital LLC

(on bradley)
Financial and Investment Services in Woodbridge, CT
Financial and Investment Services
Financial Services

Hours

Monday
8:30AM - 5:00PM
Tuesday
8:30AM - 5:00PM
Wednesday
8:30AM - 5:00PM
Thursday
8:30AM - 5:00PM
Friday
8:30AM - 5:00PM
Saturday
Closed
Sunday
Closed

Location

1 Bradley Rd
Woodbridge, CT
06525

About

The team at Heritage Capital has been helping people retire with confidence for over 30 years. We use active investment management and comprehensive financial planning to help you control your risks, so you can have a successful retirement no matter what happens with the markets or your world.

Photos

Heritage Capital LLC Photo

Latest

25 Small Towns With Big Millionaire Populations - Kiplinger https://www.kiplinger.com/investing/601362/25-small-towns-with-big-millionaire-populations #FinancialPlanning #CFP #FinancialPlanner #Woodbridge #Connecticut #FinancialPlan #FinancialAdvisor #FinancialIndependence KIPLINGER.COM 25 Small Towns With Big Millionaire Populations | Kiplinger
Low came in as expected Bounce is supposed to be next Unless all is hunky dory, more selling in Oct https://investfortomorrow.com/blog/looking-for-a-bounce-now/ INVESTFORTOMORROW.COM Looking for a Bounce Now - Heritage
How to Retire Early While Also Saving for Your Children’s Education https://www.barrons.com/articles/how-to-retire-early-while-also-saving-for-your-childrens-education-51582376402 #FinancialPlanning #RetirementPlanning #Woodbridge #Connecticut #Retire #FinancialPlan #PlanForTheFuture #FinancialAdvisor #FinancialIndependence BARRONS.COM How to Retire Early While Also Saving for Your Children’s Education
New video posted https://youtu.be/fGDMBJkYL7A YOUTUBE.COM "A" Low Seen. Election. Gold Bottoming w/ Paul Schatz | September 24, 2020
5 Tips to Minimize Your Taxes in Retirement https://www.kiplinger.com/taxes/tax-planning/601162/5-tips-to-minimize-your-taxes-in-retirement #FinancialPlanning #Taxes #TaxPlanning #FinancialPlan #PlanForTheFuture #FinancialAdvisor #FinancialIndependence KIPLINGER.COM 5 Tips to Minimize Your Taxes in Retirement | Kiplinger
ALWAYS love joining the TDA network where I get to fully articulate my points. This time it was affirming my negativity on stocks and explaining about people positioning for the election. BE CAREFUL! https://tdameritradenetwork.com/video/rB4AoXSlHoOBdLG_0XUDRw TDAMERITRADENETWORK.COM tdameritradenetwork.com
What You Need to Know About Taxes and Your Retirement - Next Avenue https://www.nextavenue.org/taxes-and-your-retirement/ #Taxes #TaxPlanning #FinancialPlanning #CFP #FinancialPlanner #Woodbridge #Connecticut #FinancialAdvisor NEXTAVENUE.ORG What You Need to Know About Taxes and Your Retirement
Here are 3 things to keep in mind to handle market volatility - CNBC https://www.cnbc.com/2020/09/22/here-are-3-things-to-keep-in-mind-to-handle-market-volatility-.html #Woodbridge #Connecticut #FinancialAdvisor #Retirement #CFP #FinancialPlanner #Investor #Investing #Invest CNBC.COM Here are 3 things to keep in mind to handle market volatility
Just when you thought mega cap technology stocks were left for laggards, they seem to be perking up. https://investfortomorrow.com/blog/bulls-continue-to-press-higher/ INVESTFORTOMORROW.COM Bulls Continue to Press Higher - Heritage
10 Things You'll Spend Less on in Retirement - Kiplinger https://www.kiplinger.com/retirement/601371/10-things-youll-spend-less-on-in-retirement #RetirementPlanning #Woodbridge #Connecticut #FinancialAdvisor #FinancialIndependence #Retirement #CFP #FinancialPlanner #Retire #Retiree KIPLINGER.COM 10 Things You'll Spend Less on in Retirement | Kiplinger
The New Breed Of Art Collector Who Is Happy To Spend Millions Online - Forbes https://www.forbes.com/sites/jamesphillipps/2020/09/23/banksy-masterpiece-auction-could-see-wealthy-art-collectors-smash-more-online-price-records/#758e3b165fa2 #FinancialPlanning #CFP #FinancialPlanner #Woodbridge #Connecticut #FinancialPlan #FinancialAdvisor FORBES.COM The New Breed Of Art Collector Who Is Happy To Spend Millions Online
Rethinking my favored scenario Back to back powerful days Small caps surge 11% in weeks https://investfortomorrow.com/blog/bulls-running-hot/ INVESTFORTOMORROW.COM Bulls Running Hot - Heritage
Stocks following the analog based on the incumbent losing the election. Media spinning as COVID. https://investfortomorrow.com/blog/market-scaring-out-the-weak-holders-ahead-of-halloween/ INVESTFORTOMORROW.COM Market Scaring Out the Weak Holders Ahead of Halloween - Heritage
These Bonds Could Benefit From a Democratic Sweep - Think Advisor https://www.thinkadvisor.com/2020/10/26/these-bonds-could-benefit-from-a-democratic-sweep/ #FinancialPlanning #Investor #Invest #CFP #FinancialPlanner #Bonds #Woodbridge #Connecticut #FinancialAdvisor THINKADVISOR.COM Muni Bonds Could Benefit Most From a Democratic Election Sweep | ThinkAdvisor
Here are my hypothetical Biden & Trump portfolios as we head into the election. Biden 1 week -1.88% 2 weeks -3.54% 3 weeks -0.23% 4 weeks +3.77% Trump 1 week +0.32% 2 weeks -0.65% 3 weeks +1.06% 4 weeks +3.10%
5 Reasons Baby Boomers Need a Financial Advisor https://investfortomorrow.com/retirement-planning-2/5-reasons-baby-boomers-need-a-financial-advisor/ #Retirement #FinancialPlanner #RetirementPlanning #Woodbridge #Connecticut #Retiree #Plan #FinancialPlan #PlanForTheFuture #FinancialAdvisor INVESTFORTOMORROW.COM 5 Reasons Baby Boomers Need a Financial Advisor - Heritage
10 Important Ages for Retirement Planning - U.S. News and World Report https://money.usnews.com/money/retirement/aging/articles/10-important-ages-for-retirement-planning #FinancialPlanning #Retirement #CFP #FinancialPlanner #RetirementPlanning #Woodbridge #Connecticut #Retire #Retiree #Plan #Taxes #TaxPlanning #EstatePlanning #EstatePlan #FinancialPlan #PlanForTheFuture #FinancialAdvisor #FinancialIndependence MONEY.USNEWS.COM 10 Important Ages for Retirement Planning
There has been no better predictor of election outcomes than the stock market. Right now, stocks are following the change of power analog for the White House. That's not a political statement, but fact based on data. https://investfortomorrow.com/blog/line-in-the-sand-market-following-change-of-power-in-dc/ INVESTFORTOMORROW.COM Line in the Sand - Market Following Change of Power in DC - Heritage
Why People Don’t Participate in Their 401(k) Plans … And Why That’s a Big Mistake https://investfortomorrow.com/retirement-planning-2/why-people-dont-participate-in-their-401k-plans-and-why-thats-a-big-mistake/ #FinancialPlanning #Retirement #CFP #FinancialPlanner #RetirementPlanning #Woodbridge #Connecticut #Retire #Retiree #Plan #Taxes #TaxPlanning #EstatePlanning #EstatePlan INVESTFORTOMORROW.COM Why People Don’t Participate in Their 401(k) Plans … And Why That’s a Big Mistake - Heritage
Whether I turn out to be right or wrong, I rarely lack conviction. Here is a relatively succinct (for me) overview of my markets thoughts now w/ the good folks at Yahoo Finance. https://money.yahoo.com/market-pullback-absolutely-unqualified-buying-204556185.html MONEY.YAHOO.COM If there is a market pullback, it's 'absolutely an unqualified buying opportunity': Heritage Capital's Paul Schatz
Watching the media assign credit for the rally is beyond laughable. In 2016, stocks were supposed to collapse under Trump. In 2020, stocks would have trouble because of a contested election or Trump refusing to peacefully transition or was it COVID? Biden is awful for stocks. Biden is great for stocks. Media is almost always embarrassingly wrong. Follow the data. https://investfortomorrow.com/blog/seasonal-trends-cranking-up/ INVESTFORTOMORROW.COM Seasonal Trends Cranking Up - Heritage
Not often the New York Times calls for quotes, but always happy to oblige! https://www.nytimes.com/2020/11/24/business/wall-street-trump-twitter.html NYTIMES.COM After Chaotic 4 Years, Wall St. Is Itching to Unfollow @realDonaldTrump
How to Tell if You Are Wealthy - U.S. News and World Report https://money.usnews.com/money/blogs/planning-to-retire/2011/04/21/how-to-tell-if-you-are-wealthy #FinancialPlanning #WealthManagement #WealthManagementServices #Wealth #CFP #FinancialPlanner #Woodbridge #Connecticut #FinancialPlan #LifeSavings MONEY.USNEWS.COM How to Tell if You Are Wealthy
Are You Rich? How the Wealthy Are Defined - U.S. News and World Report https://money.usnews.com/money/personal-finance/family-finance/articles/are-you-rich-how-the-wealthy-are-defined #FinancialPlanning #Retirement #CFP #FinancialPlanner #RetirementPlanning #Woodbridge #Connecticut #OwnBusiness #FinancialPlan #RetirementDream #LifeSavings MONEY.USNEWS.COM Are You Rich? How the Wealthy Are Defined
It's been a while, but I am super excited to join Maria Bartiromo on Fox Business' Mornings with Maria on Wednesday at 7am.
5 Tips to Minimize Your Taxes in Retirement https://www.kiplinger.com/taxes/tax-planning/601162/5-tips-to-minimize-your-taxes-in-retirement #FinancialPlanning #Retirement #CFP #FinancialPlanner #RetirementPlanning #Woodbridge #Connecticut #Retire #Retiree #Plan #Taxes #TaxPlanning KIPLINGER.COM 5 Tips to Minimize Your Taxes in Retirement | Kiplinger
A High Net-Worth Financial Planning Tip: 6 Times to Revisit Your Budget https://investfortomorrow.com/personal-finance/a-high-net-worth-financial-planning-tip-6-times-to-revisit-your-budget/ #RetirementIncome #FinancialFreedom #FinancialPlanning #Retirement #Investments #RetirementPlanning #Woodbridge #Connecticut #Plan INVESTFORTOMORROW.COM A High Net-Worth Financial Planning Tip: 6 Times to Revisit Your Budget - Heritage
Using last Friday's employment report as reason to print another $1.9T with handouts and bailouts is patently absurd. Jobless claims lower. Continuing claims lower. https://investfortomorrow.com/blog/its-confirmed-i-was-wrong/ INVESTFORTOMORROW.COM It's Confirmed. I Was Wrong - Heritage
After GWPH got a buyout the other day, what could be next? Two stock picks and my market views https://tdameritradenetwork.com/video/rB4A-HdyF8yBd3O8jJMAUQ TDAMERITRADENETWORK.COM Paul Schatz's Stocks To Watch: PZZA, DVA | The Watch List: 02/05/2021 | TD Ameritrade Network
5 Estate Planning Tips to Keep Your Money in the Family #WealthManagementServices #OwnBusiness #SeniorCitizens #SocialSecurityBenefits #FinancialPlan #RetirementDream #LifeSavings https://money.usnews.com/money/retirement/articles/estate-planning-tips-to-keep-your-money-in-the-family MONEY.USNEWS.COM 5 Estate Planning Tips to Keep Your Money in the Family

Information

Company name
Heritage Capital LLC
Category
Financial and Investment Services
Est
2003

FAQs

  • What is the phone number for Heritage Capital LLC in Woodbridge CT?
    You can reach them at: 203-389-3553. It’s best to call Heritage Capital LLC during business hours.
  • What is the address for Heritage Capital LLC on bradley in Woodbridge?
    Heritage Capital LLC is located at this address: 1 Bradley Rd Woodbridge, CT 06525.
  • What are Heritage Capital LLC(Woodbridge, CT) store hours?
    Heritage Capital LLC store hours are as follows: Mon-Fri: 8:30AM - 5:00PM, Sat-Sun: Closed.