Heather Harshman, Financial Advisor located in Lake Placid, FL

Financial Advisor
Heather R Harshman

CFP®
135 Tower St, Lake Placid, FL 33852opens in a new window
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Focus Areas

  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Backpacking
  • Active Lifestyle
  • Baking
  • Walking
  • Pickleball

Team Members

  • Cindy Ohman
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Phone

(863) 659-4275

Fax

(877) 242-1496

Office Address

135 Tower St
Lake Placid, FL 33852opens in a new window

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