Heritage Financial Consultants, LLC

Planner Assistant Intern

May 2018 • Hunt Valley, MD

What I liked

HFC is a great place with great people. Everyone is nice and get along. There are plenty of social events to take part in other Thant just work

What I wish was different

Nothing

Advice

Be prepared for data-entry

Be the first to mark this as helpful

Planner assistant

December 2019 • Timonium, MD

What I liked

They were very nice and willing to teach me.

What I wish was different

Nothing

Advice

Take very detailed notes on how to do everything

Be the first to mark this as helpful

Related Employers

The Motley Fool

2000 Duke Street, Second Floor • Investment / Portfolio Management

LaBrunerie Financial

601 W Nifong Blvd Ste 3B, Columbia, Missouri 65203, United States • Investment / Portfolio Management

Brighton Park Capital

330 Railroad Avenue, Suite 200, Greenwich, Connecticut 06830, United States • Investment / Portfolio Management

JMC Wealth Management, Inc.

1017 W. Washington, 3E Chicago, IL 60607 • Investment / Portfolio Management

Yeske Buie • Live Big

220 Montgomery Street, San Francisco, California 94104, United States • Investment / Portfolio Management

Jaffe Tilchin Wealth Management

15350 N Florida Ave, Tampa, Florida 33613 • Investment / Portfolio Management

Tortoise

11550 Ash St, Leawood, KS 66211, USA • Investment / Portfolio Management

dlab

174 Nassau Street, Princeton, New Jersey 08542, United States • Investment / Portfolio Management

Northcoast Research

1301 E 9th St, Cleveland, Ohio 44114, United States • Investment / Portfolio Management

Sumeru Equity Partners

2020 Pioneer Court, San Mateo, California 94403, United States • Investment / Portfolio Management