Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Amanda Rohrer
Registered Office Assistant
(610) 779-6166
amanda.rohrer@securitiesamerica.com
Amanda began working for Heritage Financial in 2005. She updates client information, processes applications, compiles client reviews, assists with research, and is the other friendly voice that greets you when you call our office....
Brooke Breyer
Administrative Assistant
(610) 779-6166
brooke.breyer@securitiesamerica.com
As you can tell by her last name, Brooke is family. Brooke is the newest member of the HFA team. She is married to Rod's youngest son, John. She assists Rod with client reviews, communication, mailings, and is sometimes the friendly...
Christine Sleppy
Client Services
Christine is our newest member to our office staff. She is here to greet you at our Wyomissing office, as well as a friendly voice to assist you on the phone. She is a Berks County native and married to the love of her life...
Rodney Breyer, CLU, ChFC
Principal
(610) 779-6166
rodney.breyer@securitiesamerica.com
Rod is the Senior Advisor at Heritage Financial. After working for other firms, he began to desire an “independent” platform in order to provide clients with a larger scope of investments. This prompted him to open Heritage...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.