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General Info

Heritage Way Advisors, LLC, is a registered investment advisor with the United States Securities & Exchange Commission ( SEC ). In addition to registering with the SEC, Heritage Way Advisors is registered with the state of Illinois for service of process. Heritage Way Advisors renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. The material in this web site is based on information generally available in the marketplace and is believed to be reliable and authoritative. However, it is not guaranteed as to its accuracy and does not constitute sufficient information to be the basis for sound investment decisions. The information is of a general nature and should not be applied to particular situations wherein it may not be completely applicable. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this web site serves as the receipt of, or a substitute for, personalized individual advice from the advisor or any other investment professional. Heritage Way Advisors takes a long-term approach to investing and investment recommendations are made only after a comprehensive review of a client's situation. A comprehensive review generally includes an assessment of goals and objectives, remaining time to retirement, risk tolerance, and past history of investment attitudes. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy ( including the investments and/or investment strategies recommended and/or purchased by advisor ), or product made reference to directly or indirectly on the web site, or indirectly via link to any unaffiliated third-party web site, will be profitable or equal to corresponding indicated performance levels. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [ the ] effect of decreasing historical performance results.

HoursOPEN NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 815-397-0900

Address:
6833 Stalter Dr Rockford, IL 61108

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