Kevin Maltezo, President - First Heritage Financial Services

Directions Website Contact the business

Kevin Maltezo, President - First Heritage Financial Services Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC.

Osaic Wealth is separately owned and
other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth 813-287-8800

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life...
10/16/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Do you have a will? Is it updated?
10/14/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
10/12/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
10/09/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Have you heard about the new contribution limits from the IRS? Read about it in our article.
10/07/2026

Have you heard about the new contribution limits from the IRS? Read about it in our article.

A look at the new, record-high retirement contribution limits from the IRS.

Your financial future is calling. Develop a strategy for your investments today.
10/05/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

The truth is a little more complicated with these personal finance idioms.
10/02/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
09/30/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

Developing a retirement strategy? It's critical to know the differences between investment types.
09/28/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Address

1511 N West Shore Boulevard, Ste 1100
Tampa, FL
33607

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Kevin Maltezo, President - First Heritage Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Kevin Maltezo, President - First Heritage Financial Services:

Shortcuts

Share

Category