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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Heritage Point Financial is a financial planning business (FLAL) registered on June 16, 2026 with the Florida Division of Corporations. Its principal address is 3105 W IDLEWILD AVE, Tampa, FL 33614. Pinellas County is its county of record. The filing lists LUIS as Registered Agent.
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Heritage Point Financial was registered as FLAL on June 16, 2026 in Florida.
Heritage Point Financial's principal address on file is 3105 W IDLEWILD AVE, Tampa, FL, 33614 in Pinellas County.
Heritage Point Financial is classified as a financial planning business (retirement planning).
According to the Florida Division of Corporations, Heritage Point Financial's current filing status is "active".
No EIN was found on file for Heritage Point Financial at the time of registration.
Based on the business category, these service providers typically target this type of business.