Paladin Research Report For:

Paul Schatz

Heritage Capital, LLC

1 Bradley Road
Suite 202
Woodbridge, CT 06525

About Paul Schatz

Heritage Capital, LLC is an award-winning personal investment management firm dedicated to growing your portfolio and protecting your assets as we work as a team to achieve your lifetime financial goals. With a focus on long-term planning for your comfortable retirement and your family's education needs, we provide you the peace of mind that comes from entrusting your financial future to experienced, educated, and trustworthy professionals.

See Disclosures

General Information

Firm Start Year
  • 0


Firm Information

Compensation and Fees


BA Political Science -
  • University of Rochester

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures,-LLC-detailed-disclosure.html

Inquire With Paul