Heritage Wealth Group

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Heritage Wealth Group

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Financial & Investment ServicesWednesday Connects Networking Members
7100 N High St. Ste. 203 Pickerington OH 43147

(614) 468-1118

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Hours:

8am-5pm Monday-Friday. Saturday by appointment only
About Us

Heritage Wealth Group, now known as Heritage Wealth Partners, is a financial advisory firm with a location in Worthington, OH. They offer services including wealth management, retirement planning, estate strategies, and peak-career wealth-building strategies. The firm is known for its client-focused approach, emphasizing personalized service and building strong relationships.

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Timothy Ianni

Hello!
I am a financial advisor living locally in the Pickerington area. I am passionate about this community and am excited to build a practice based out of Pickerington. I help businesses with 401k management, families looking for investment management and real estate investors. I work with a group of advisors that work closely together to develop solutions to meet anyones needs. I graduated from OSU in 2015 and am a huge Buckeye fan. Before joining Heritage, I worked at JPMorgan Chase for nearly 10 years in their wealth management division.
I am married to my beautiful wife, Grace, and we live in Pickerington with our five children.I am actively involved with my local church, Maranatha Community Church, and am passionate about helping others in the faith community with a biblical perspective on finances.

Timothy Ianni

Financial Advisor

Phone: (614) 468-1118

Cell Phone: (614) 572-6909

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Heritage Wealth Group

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About Us

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Timothy Ianni Financial Advisor

Timothy Ianni

Financial Advisor