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                              My Background

                            My Background

                            David T. Jackson Headshot

                            At Heritage Financial Solutions, we believe that most people want to do what's right: right for themselves, right for their families and right for their communities. In fact, that's one of the reasons why I created this firm to better serve you. I wanted the opportunity to control my own destiny and to do what I thought was in the best interest of our clients.

                            I was born and raised in Georgia, so you can take comfort in the fact that I have been a part of this community for my entire life and therefore have a vested interest in seeing our friends and neighbors succeed. In fact, we probably have many of the same hopes and aspirations as you and feel grateful to have the opportunity to share all the resources and information our firm has to offer.

                            If you are wondering about how I chose this career, I didn't... this career chose me. As an only child who lost my father to a heart attack when I was 25 and being named Power of Attorney and Fiduciary for my mother who had major health concerns, I had to learn quickly. Thankfully, my father had been given sound advice! He had taken the time to put plans in place so that my mother could continue on...

                            Of course, my background isn't really the one that matters. We have found that by getting to know our clients we can help them develop strategies that are specific to their needs and designed to work efficiently to obtain their goals. We can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.

                            If you're looking for professionals who are ready to put their expertise and experience to work for you, with honesty and integrity, you need to look no further. Heritage Financial Solutions, LLC. is here to help you put your concerns at rest, grow your assets and obtain your dreams!

                            David T. Jackson
                            Founder and CEO - Heritage Financial Solutions, LLC.

                            Disclosure

                            David Jackson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, GA, MD, NC, OH, TN, TX, and WI. No insurance business may be conducted outside the states referenced.

                            David Jackson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4439 Sugar Maple Dr Nw, Acworth, GA, 30101, 770-596-3840. In this regard, this communication is strictly intended for individuals residing in the states of GA, and NC. No offers may be made or accepted from any resident outside the specific states referenced.

                            Heritage Financial Solutions, LLC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                            Neither Heritage Financial Solutions, LLC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                            For more information about NYLIFE Securities LLC and its investment professionals.

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                            • About Us
                              • My Background
                              • Products & Services
                                • Our Services
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                                                      • MainStay Mutual Funds
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