Heritage Financial Network

Finance · Nebraska, United States · 1-10 Employees

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Overview

Headquarters

6818 Grover St Ste 100, Omaha, Nebraska,...

Phone Number

(402) 934-9505

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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ZI Rank
1
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1

About Heritage Financial Network

Heritage Financial Network, Inc., based in Omaha, Nebraska, is a financial services firm dedicated to helping clients achieve financial independence through personalized strategies in insurance, investment, retirement, and estate planning. The firm focuses on building long-term relationships with individuals, families, and businesses, emphasizing trust and quality client services. With over 30 years of experience, they provide tailored financial advice to navigate economic changes and market fluctuations. Their commitment includes customized strategies and a wide range of products to meet the specific needs of their clients.Explore more
Heritage Financial Network's Social MediaPopular SearchesHeritage Financial Network IncHeritage Financial NetworkSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heritage Financial Networ...

<$5M
1-10
Private
-
1998
N/A
<$5M
11-50
Private
-
2017
JP
Jordan PotenzianiClient Services Assistant
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1901
CM
Christopher MeninnoFinancial Services Representative
<$5M
1-10
Private
-
-
JI
Jennifer IronsideRegistered Assistant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Heritage Financial Network is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Heritage Financial Network is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Heritage Financial Network.

Heritage Financial Network Tech Stack

A closer look at the technologies used by Heritage Financial Network

Top Finance Companies

Frequently Asked Questions Regarding Heritage Financial Network

What is Heritage Financial Network's official website?
Heritage Financial Network's official website is www.heritagefn.com
What is Heritage Financial Network's Revenue?
Heritage Financial Network's revenue is <$5 Million
What is Heritage Financial Network's SIC code?
Heritage Financial Network's SIC: 62,628
What is Heritage Financial Network's NAICS code?
Heritage Financial Network's NAICS: 52,523
How many employees does Heritage Financial Network have?
Heritage Financial Network has 1-10 employees
What industry does Heritage Financial Network belong to?
Heritage Financial Network is in the industry of: Finance, Insurance, Securities Trading
What is Heritage Financial Network competition?
Heritage Financial Network top competitors include: Murphy Wealth Management, Copper Canyon Wealth Management, Forthright Wealth Planning, Tom Fox
What technology does Heritage Financial Network use?
Some of the popular technologies that Heritage Financial Network uses are: Cloudflare Website Optimization, Datadog, Google Font API, Google Tag Manager
How do I contact Heritage Financial Network?
Heritage Financial Network contact info: Phone number: (402) 934-9505 Website: www.heritagefn.com
What does Heritage Financial Network do?

Heritage Financial Network, Inc., based in Omaha, Nebraska, is a financial services firm dedicated to helping clients achieve financial independence through personalized strategies in insurance, investment, retirement, and estate planning. The firm focuses on building long-term relationships with individuals, families, and businesses, emphasizing t... rust and quality client services. With over 30 years of experience, they provide tailored financial advice to navigate economic changes and market fluctuations. Their commitment includes customized strategies and a wide range of products to meet the specific needs of their clients.Read More

What are Heritage Financial Network social media links?
Heritage Financial Network Linkedin page
Is Heritage Financial Network a public company?
Heritage Financial Network is private company therefore does not currently have an official ticker symbol
See more information about Heritage Financial Network

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