Heritage Financial Services

Heritage Financial Services was founded in 2003, and from the beginning, our company mission has been to provide our clients with holistic and highly personalized financial advice combined with an exceptional level of service. Our team has experience in investment management, financial planning and consulting, retirement plan development, insurance, and estate preservation and transfer. We are truly independent and without proprietary alliances, giving us the freedom to search the marketplace for the best available solutions and offer consultation without charge to determine where our services may be needed. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Heritage Financial Services, LLC, 179 Sully's Trail, Suite 304, Pittsford, NY 14534, 585-419-8399. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Review our Terms of Use: commonwealth.com/termsofuse.html