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Meet Michelle, one of the friendly faces behind Heritage Wealth Solutions. 👋 As part of our client support team, Michelle ensures every client receives a smooth, personal, and professional experience, from the first meeting right through to ongoing reviews. With a keen eye for detail and a passion for helping people feel confident about their finances, Michelle embodies Heritage’s values of trust, care, and clarity. Whether she’s coordinating meetings, keeping clients updated, or assisting our
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