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Heritage Financial Services

Insurance · Nebraska, United States · 113 Employees

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Who is Heritage Financial Services

At Heritage Financial Services, LLC we are committed to continually helping our clients improve their financial prosperity with customized strategies that takeinto consideration their entire financial picture. By taking the necessary steps to position themselves for pursuing their financial goals, our clients can gain greater confidence in their future financial prosperity. Each client is approached as an individual with unique needs and expectations. Our basic philosophy has not changed over decades of service. We listen to our clients. This personalized approach helps make Heritage Financial Services a positive resource in developing, implementing and maintaining a business or individual financial strategy. Through our recommendation process, we assist clients in selecting the product and services that make the most sense for their situation. We promote a "buy and hold" strategy based on proper asset allocation and diversification across the portfolio. Studies have shown that this strategy yields better results over time than attempts to "time" the market. Past performance is not indicative of future results. As an independent organization, we are positioned to provide objective advice. In addition, we have developed strategic relationships with companies who share in the belief that success is dependent upon placing the long-term interests of our clients above our own. Through the joint efforts of these strong relationships, we are able to provide better service to the clients of Heritage Financial Services, . Our Process Includes Five Basic Fundamentals: Establish a Safety Net of Cash and Insurance Get Started Early and Accumulate Money Systematically Reduce the Impact of Income Taxes Lower the Risk With Minimal Impact on Return Build a Portfolio Which Matches Your "Personal Profile" Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation.Read More



1010 S 120th St, Ste 200, Omaha, Nebraska, 68154, United States
Phone Number

Phone Number:

(402) 558-6860


$28 Million
Heritage Financial Services's Social Media
SIC Code 6411,641
NAICS Code 5242,524
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Heritage Financial Services's Org Chart

Farhan Khan
Farhan Khan

Chief Executive Officer

Ann Smith
Ann Smith

Chief Operating Officer & Chief Com...

Amy Birkel
Amy Birkel

Chief Operating Officer


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Heritage Financial Services Company Metrics

Company Insights
Employee Growth Rate

'21 - Q1


'21 - Q2


Heritage Financial Services's Tech Stack

Cloudflare CDN






Amazon Route 53


AWS Web Hosting

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Frequently Asked Questions regarding Heritage Financial Services

Where are Heritage Financial Services’s headquarters?

Heritage Financial Services’s headquarters are in 1010 S 120th St, Ste 200, Omaha, Nebraska, 68154, United States

What is Heritage Financial Services’s phone number?

Heritage Financial Services’s phone number is (402) 558-6860

What is Heritage Financial Services’s official website?

Heritage Financial Services’s official website is

What is Heritage Financial Services’s Revenue?

Heritage Financial Services’s revenue is $28 Million

What is Heritage Financial Services’s SIC code?

Heritage Financial Services’s SIC: 6411,641

What is Heritage Financial Services’s NAICS code?

Heritage Financial Services’s NAICS: 5242,524

How many employees are working in Heritage Financial Services?

Heritage Financial Services has 113 employees

What is Heritage Financial Services’s industry?

Heritage Financial Services is in the industry of: Insurance

What is Heritage Financial Services's tech stack?

The technologies that are used by Heritage Financial Services are: Cloudflare CDN, Laserfiche, Amazon Route 53, AWS Web Hosting

Who is Heritage Financial Services's CEO?

Heritage Financial Services's CEO is Farhan Khan

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