Heritage Planning Financial Group, Inc.

Santa Ana, CA

California

Registered In

10/11/2001

Incorp. Date

Company Summary

Heritage Planning Financial Group, Inc. in Santa Ana, CA lists Paul A Brown of Villa Park, CA and Brandon Boyd of Newport Beach, CA

Overview

Registered In

California

Incorporation Date

10/11/2001

Company Type

Stock Corporation - Ca - General

Status

Active

Registration Type

Domestic

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People

Paul A Brown Individual Agent	600 N TUSTIN AVE STE 120, SANTA ANA, CA 92705
Paul A Brown CEO	18202 WINDSOR DR, VILLA PARK, CA 92861
Brandon Boyd Chief Financial Officer	107 HIGHLAND AVE, NEWPORT BEACH, CA 92663
Brandon Boyd Director	107 HIGHLAND AVE, NEWPORT BEACH, CA 92663
Paul A Brown Director	18202 WINDSOR DR, VILLA PARK, CA 92861
Paul A Brown Secretary	18202 WINDSOR DR, VILLA PARK, CA 92861

Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history

Map & Locations

600 N TUSTIN AVE STE 120, SANTA ANA, CA 92705 (Mailing) View Map

Financials

Financial Information for Heritage Planning Financial Group, Inc.

PPP Loans

HERITAGE PLANNING FINANCIAL GROUP INC

600 N Tustin Ave STE 120, Santa Ana, Ca 92705

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$14,639 Forgiven$14,810 LenderWells Fargo Bank, National Association Jobs1	05/01/2020	$14,639	$14,810	Wells Fargo Bank, National Association	1

PPP Loans based on Paycheck Protection Program.

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Person/City Match:Paul A Brown - Santa Ana, CA

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Person/City Match:Brandon Boyd - Newport Beach, CA

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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Small Business Administration