Chris Hilyer, as the Founder and President of Heritage Wealth Solutions, brings a wealth of expertise and a client-centric approach to the financial services industry. With a focus on high net worth families, businesses, and institutions, Chris has established a reputation for delivering comprehensive financial...
Chris Hilyer, as the Founder and President of Heritage Wealth Solutions, brings a wealth of expertise and a client-centric approach to the financial services industry. With a focus on high net worth families, businesses, and institutions, Chris has established a reputation for delivering comprehensive financial solutions that encompass individual life, disability income, and long-term care insurance protection. His deep understanding of asset accumulation strategies allows him to tailor financial products and services that meet the unique needs of his clients, ensuring their financial stability and peace of mind.
Under Chris's leadership, Heritage Wealth Solutions has embarked on several key projects aimed at enhancing client engagement and satisfaction. By leveraging innovative financial planning tools and advanced investment strategies, including fixed annuities and separately managed accounts, Chris has positioned the firm to navigate the complexities of today’s financial landscape. His commitment to excellence is reflected in the high level of customer satisfaction that Heritage Wealth Solutions consistently achieves, as he believes that when clients feel secure in their financial futures, the firm has fulfilled its mission.
Chris's extensive skills in financial services, leadership, marketing, and social security planning further enhance his ability to guide clients through their financial journeys. Holding a Series 65 license, he is well-equipped to provide investment advisory services through Raymond James Financial Services, ensuring that clients receive sound advice backed by a reputable firm. With a strong focus on building lasting relationships, Chris Hilyer continues to be a trusted advisor, helping clients achieve their financial goals with confidence and clarity.
