Zachariah Heritage

Zach has been actively trading in the stock market since 2000 and officially entered the financial services industry in 2008 with Central Florida Wealth Management in Ocala, FL., especializing in Medicare, Life insurance and Long term care. 

He enjoys helping his clients plan for their futures by covering the many possibilities that each client will have to face in the future and making a smart plan to be in place for same.

In 2019, Zach joined Heritage Financial Services with his father Ken Heritage in Nescopeck, PA. Together they created a team of over 38 years of experience in the Financial Industry. 

Upon Ken Heritage's death in 2022, Zach continued puting the clients first by following his father's legacy and therefore naming his new firm Heritage Financial Legacy in which he continues to help new/current clients start a portfolio, manage the portfolio to fit their needs, and maintain his clients' portfolio during retirement.  Again, striving to ensure all aspects of the portfolio, such as assets, estates, health, and long term care, are covered and planned for correctly.

Zach lives in Shavertown, Pennsylvania with his wife Paula, and their son where he is actively involved in the community volunteering through his religious organization.  Zach enjoys trading in the Stock Market, doing historical research, fishing and horseback riding.