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Rating Index

Pros

Strong expertise in mergers, acquisitions, and corporate finance, backed by 45 years of experience.
Global reach with a network of over 850 professionals in 45 countries, enhancing market access and opportunities.
Positive client testimonials highlighting professionalism, trust, and effective deal execution.

Cons

Lack of regulatory oversight, which may raise concerns about the safety and security of client funds.
Limited transparency regarding fees and commission structures, potentially leading to hidden costs for clients.
Potential conflicts of interest due to its dual role as both an advisory firm and a broker-dealer.

Heritage Capital broker Accounts

Heritage Capital accounts can be viewed for products that can be traded accounts with a minimum deposit of by (2+) .
Heritage Capital Account