HEARTWOOD FINANCIAL SERVICES LLC
SANFORD, FLORIDA

HEARTWOOD FINANCIAL SERVICES LLC is a Fee-Only, Registered Investment Advisor located in Orlando, Florida. Founded on February 07, 2012, the firm specializes in comprehensive and fully integrated wealth management services for high net worth families and individuals. Demel Gonzalez, CFP®, leads Heartwood Financial Services with a client-focused approach that emphasizes personalized attention and goal-oriented investment strategies. Operating under a fiduciary standard of care, the firm is committed to building durable client-advisor relationships while creating solid financial portfolios tailored to each client's unique needs and circumstances. Situated in Sanford within Seminole County, Florida, Heartwood Financial Services maintains its mailing address at 2264 NORTHUMBRIA DR, SANFORD, FL, 32771. The firm is designated under the Company Type: FLAL, with a File Number: L12000018471. More information can be accessed through their website at heartwoodfinancialservices.com. As per the last annual report dated February 16, 2024, the firm's FEI number is 45-4510137. Demel Gonzalez serves as Manager and plays an integral role in directing the company's strategic vision and service offerings.