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Investment Custodian Access

Financial Planning Access

Location

Raleigh, North Carolina

& Beyond

Contact

jeff@heron-wealth.com

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 Heron Wealth LLC.

Fee-based advisory services offered through Heron Wealth LLC. (CRD# 339109), a North Carolina Registered Investment Advisor.

Investments may lose value. Not FDIC insured.

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