Heartwood Financial Services LLC

We are a Fee-Only, Registered Investment Advisor, located in Orlando, Florida, providing comprehensive and fully integrated wealth management services. Demel Gonzalez, CFP® provides the clients of Heartwood Financial Services with high quality investment advice, directed by their unique needs and circumstances, using a fiduciary standard of care while fostering the client-advisor relationship and building a solid financial portfolio. Heartwood Financial Services caters to high net worth families and individuals, and is dedicated to delivering personal attention with unique, goal oriented investment strategies.

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This Office

2264 Northumbria Dr Sanford, FL 32771 Phone: (407) 878-7275

Primary Office

2264 Northumbria Dr Sanford, FL 32771 Phone: (407) 878-7275