Vision

1 – Offer top quality financial and managerial services at a reasonable price
2 – Align our interests with our clients in such a way that we win as they win so that our working relationships are mutually beneficial
3 – Establish a reputation of providing the highest level of customer service through transparency and integrity in our dealings, maintaining a high level of competence, and investing in our people
4 – Hire talented staff that can be given increasing responsibilities as they develop skills and provide them with a work environment and incentives to retain them for years
5 – Invest in the communities in which we work through not only helping local employers to develop their businesses, but by directly giving back to the communities as needs arise and we are able to do so

Mission

Heritage Enterprise Group exists to offer the highest quality financial and managerial services to help our client companies excel operationally. We seek to align our success with our clients’ whereby we benefit as they benefit. It is through a win-win operating stance that we strive to enable our employees to grow professionally making us a leader in our niche.

Values

• Excellence
• Integrity and Transparency
• Value Added (with each new business relationship)
• Investment (in the long term future of our employees)
• Good Stewardship
• Community Minded