Local news. A brighter tomorrow.← Company DirectoryHeritage Financial Planning, LLC
Goshen, Indiana
Financial Services business with a listed Indiana location in Goshen.
Staff
Selected staff and leaders listed by the company. Checked Oct 22, 2026 · Next source review Nov 21, 2026.
- Daniel Kerr
- CEO
Company staff · Official source ↗ - Cathi Kerr
- Office Manager
Company staff · Official source ↗
Workforce
- Company-wide headcount
- Not yet publicly verified
- Indiana headcount
- Not yet publicly verified
Company-wide, Indiana, local and parent figures are shown separately. Reporting dates may be older than the date checked. Unavailable figures remain unverified.
Business information
- Industry
- Financial Services
- Indiana location
- Goshen