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HeritagePoint Financial Group
LUIS, Registered Agent
HeritagePoint Financial Group is a financial planning firm based in Eaton, Ohio, specializing in retirement planning and client-centered financial services. The website features educational content on retirement topics such as the 4% rule and Roth 401(k)s. The LLC's registered address is in Tampa, Florida, suggesting a multi-state presence or a separate legal entity.
Filed June 16, 2026 · Tampa, FL · Pinellas County
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See how it worksAbout HeritagePoint Financial Group
HeritagePoint Financial Group is a financial planning business (FLAL) registered on June 16, 2026 with the Florida Division of Corporations. The business is located in Tampa, Florida 33614. Pinellas County is its county of record. The record lists LUIS as Registered Agent.
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Filing Details
Verified Business Profile
SubcategoryRetirement Planning
Contact Information
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Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
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Frequently Asked Questions
When was HeritagePoint Financial Group registered?
HeritagePoint Financial Group was registered as FLAL on June 16, 2026 in Florida.
Where is HeritagePoint Financial Group located?
HeritagePoint Financial Group is based in Tampa, FL, 33614, in Pinellas County.
What type of business is HeritagePoint Financial Group?
HeritagePoint Financial Group is classified as a financial planning business (retirement planning).
Is HeritagePoint Financial Group still active?
According to the Florida Division of Corporations, HeritagePoint Financial Group's current record status is "active".
Does HeritagePoint Financial Group have an EIN on file?
No EIN was found on file for HeritagePoint Financial Group at the time of registration.
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