Heritage Financial Resources LLC Salary

As of August 2026, the average annual salary for employees at Heritage Financial Resources LLC in the United States is $86,778. This translates to an approximate hourly wage of $42. Salaries at Heritage Financial Resources LLC typically range from $76,121 to $98,332 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Heritage Financial Resources LLC Pay for Different Roles?

Explore detailed salary information for specific jobs at Heritage Financial Resources LLC. Based on our data, the highest paying job is the Managing General Agent, with an annual salary of $75,090. The table below outlines the annual salary ranges for most popular roles within the company.
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Current Job Openings at Heritage Financial Resources LLC

Ready for your next career move? Explore current job openings at Heritage Financial Resources LLC. Use the search tool below to find available positions by title and location and apply directly to start your career.

Is Heritage Financial Resources LLC’s Pay Competitive? Salary Benchmarking Analysis

How does Heritage Financial Resources LLC's compensation stack up against the industry and its key competitors? Our salary benchmarking analysis provides a clear comparison. The chart below visualizes this comparison alongside select peer companies.
Competitor / Benchmark Avg. Salary Variance Primary Market Influence Factor & Explanation
East Shore Investments LLC $90,090
+3.8%
Influenced by prevailing union wage agreements specific to East Shore Investments LLC's sector.
Communities Federal Credit Union $92,369
+6.4%
Data suggests Communities Federal Credit Union's workforce skews heavily towards veteran, high-tenure roles.
ibg adriatica holdings Inc $94,278
+8.6%
Reflects a supply-demand imbalance for the specific talent ibg adriatica holdings Inc targets.
Olp Havertportfolio LP $90,892
+4.7%
Driven by niche technical certifications required for Olp Havertportfolio LP's specialized projects.
Financial Services Industry $121,514
+40.0%
Pay variances are driven by organizational scale, specialized skill requirements, or geographic cost-of-living factors.
Need More Granular Data? The analysis above provides a high-level market overview. To benchmark specific job codes, adjust for real-time cost-of-living changes, or access verified HR-reported datasets, upgrade to Salary.com for Business. Precision matters when building your compensation strategy.

Employee Reviews: Working at Heritage Financial Resources LLC

Considering a career at Heritage Financial Resources LLC? Explore authentic employee reviews to learn about the work environment, career growth opportunities, pay transparency and benefits. These first-hand insights can help you set realistic compensation expectations and make informed career decisions.
The company encourages continuous learning and values employee feedback. I'm proud to be part of such a professional team. From certification programs to sponsored conferences, I’ve had so many chances to learn. Benefits cover basic needs but aren’t particularly generous compared to industry leaders. Being part of a team with operations spanning continents means collaborating with diverse culture...
Knowledge transfer is prioritized before retirements. Everyone is focused on improvement—of systems, service, and self. Training is solid, if generic. It's a fair place to work if you're looking for stability and don’t mind following long-established systems and workflows. Corporate social responsibility is authentic. Career progression is transparent, with clear paths to promotion. With employees...
The first month is well-structured without being overwhelming. Strong emphasis on process and accuracy. Dual monitors are standard. Different viewpoints are not just tolerated but sought after in decision-making.

Heritage Financial Resources LLC Overview

Website
www.heritagefinancialus.com
Founded In
2003
Employees
<25 employees
Industry
Financial Services
Headquarter Address
4031 Colonel Glenn Hwy Beavercreek Ohio OH 45431
Revenue
$5 Million - $10 Million
Phone Number
+1 9375422459
Social Media
About Heritage Financial Resources LLC
What Makes Heritage Financial Resources LLC Different? Our commitment to excellence is evidenced by our staff and the quality of our work. Our Team sincerely cares, we really listen, and we always put our clients interests before our own. In short we treat clients the way we would want to be treated. We are committed to put your needs above all else. We are relaxed, open and informal, yet professi

What Benefits Does Heritage Financial Resources LLC Offer Beyond Salary?

A competitive compensation package is more than just a salary. Heritage Financial Resources LLC offers a comprehensive benefits package designed to support your health, financial future, and overall well-being. Below are the most common key benefits:
Social Security
401(K)
Disability
Healthcare
Pension
Time Off (days)
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What Is the Cost of Living Near Dayton?

Understanding the cost of living near Dayton is key to truly evaluating a salary offer or your current compensation at Heritage Financial Resources LLC.
Dayton's Cost of Living Index is approximately 75.9 (24.1% less expensive than US average; 16.4% less than OH average). SW OH city (Wright-Patt AFB), very affordable. Greater Dayton RTA. When planning your budget based on a salary from Heritage Financial Resources LLC, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $700 - $1,050+ A significant portion of Heritage Financial Resources LLC salary. Location choices impact this heavily.
Utilities (Basic) $150 - $240 Electricity, Heating, Cooling, Water etc.
Public Transportation $55 (RTA monthly pass) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $360 - $530 Can be higher with more dining out or specialty stores.
Personal & Leisure $300 - $580+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $350 - $640+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $1,915 - $3,045+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Heritage Financial Resources LLC

1. What is the typical salary range (low to high) for most roles at Heritage Financial Resources LLC?

The typical annual salary range for most roles at Heritage Financial Resources LLC is approximately from $76,121 to $98,332. It's important to remember that these are overall averages, actual salaries vary significantly based on specific job titles, years of experience, skills, and location.

2. How much does Heritage Financial Resources LLC pay compared to East Shore Investments LLC?

The average annual salary at Heritage Financial Resources LLC is $86,778, or an hourly wage of $42, in comparison to East Shore Investments LLC which pays $90,090 per year or $43 per hour.

3. How does experience level affect salary at Heritage Financial Resources LLC?

Experience level is a significant factor in determining salary at Heritage Financial Resources LLC, as it is with most employers. Generally, employees with more years of relevant experience and a proven track record can command higher salaries. For example, a senior-level role will typically have a higher pay band than an entry-level or mid-career position within the same job family.

4. How can I determine if a salary offer from Heritage Financial Resources LLC in Dayton is fair given the local cost of living?

To determine if a salary offer from Heritage Financial Resources LLC in Dayton is fair, first compare the gross salary to our data for similar roles at Heritage Financial Resources LLC and its competitors (see our similar company salaries section) . Then, critically, use our "Cost of Living Insights for Dayton" to understand its purchasing power.

5. Why might an individual's actual salary at Heritage Financial Resources LLC differ from the ranges shown here?

An individual's actual salary at Heritage Financial Resources LLC can differ from our estimated ranges due to various factors. These include their specific years of experience in the role, unique skills or certifications, educational background, performance record, the specific team or department they join, negotiation outcomes, and even the precise timing of when they were hired relative to market fluctuations. Our ranges represent typical compensation.