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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
Company Details
- Employees
- 11
- Founded
- -
- Address
- 179 Sullys Trail,
- Industry
- Financial Services
- Website
- https://www.hfsplan.com/
- Keywords
- Wealth Management, Financial Planning, Investment Management, Retirement Plans, Retirement Income, Insurance, Estate Planning, Retirement Planning, College Planning, Tax Planning, Business Planning, Risk Management, Charitable Giving.
- HQ
- Pittsford, New York
- Competitors
- SPALLINA MATERIALS, INC., Welker Mojsej & DelVecchio CPAs, LLC, Long Island Analytical Laboratories, Inc., Monroe Capital, Inc., Morgenstern DeVoesick PLLC, English from A to Z, Jacob Masonry Contractors, Unified Maintenance and Construction, Inc., Primetime Wealth Management LLC, Trinity Home Renovations.
Heritage Financial Services Questions
Heritage Financial Services's website is https://www.hfsplan.com/
Heritage Financial Services's LinkedIn profile is https://www.linkedin.com/company/hfsplan
Heritage Financial Services has
11 employees.
View email and phone details for 11
employees at Heritage Financial Services.
Heritage Financial Services's industry is
Financial Services
Heritage Financial Services's top competitors are
Spallina Materials, Inc.,
Welker Mojsej & Delvecchio Cpas, Llc,
Long Island Analytical Laboratories, Inc.,
Monroe Capital, Inc.,
Morgenstern Devoesick Pllc,
English From A To Z,
Jacob Masonry Contractors,
Unified Maintenance And Construction, Inc.,
Primetime Wealth Management Llc,
Trinity Home Renovations.
Heritage Financial Services's categories are Financial Services
Heritage Financial Services's founding year is 2003
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Top Heritage Financial Services Employees
-
Emily DiMuro
Client Service Associate, Musician
Rochester, New York, United States, United States -
William Dostman III, CFA®, CFP®
Director Of Investments, Advisor, Partner • Heritage Financial Services
Rochester, New York Metropolitan Area, United States2heritagefinservices.com, gmail.com -
Steven J Kane, CFP®, MBA, AIF®, CPFA®
n/a
Pittsford, New York, United States, United States1rwjbh.org -
Joshua Moscov
Partner And Financial Advisor At Heritage Financial Services, Llc
Pittsford, New York, United States, United States6hfsplan.com, heritagefinancialsvc.com, gmail.com, pharos.com, heritagefinservices.com, paetec.com2 (585) 3XXXXXXX
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