Heritage Financial Services
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
179 Sullys Trl Ste 304, Pittsford, New Y...Phone Number
(585) 419-8399Website
www.hfsplan.comRevenue
<$5 MillionIndustry
About Heritage Financial Services
Heritage Financial Services, LLC is an independent wealth management and financial consulting firm based in Western New York, with a satellite location in Southwestern Florida. Founded in 2003, the firm specializes in comprehensive financial planning, including retirement, estate, education, and risk management planning. They primarily serve individuals, families, charitable organizations, and businesses, focusing on multigenerational planning to help clients achieve their long-term financial goals. With a commitment to personalized service, Heritage Financial Services aims to provide exceptional advice tailored to the unique needs of each client.Explore more
Heritage Financial Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Heritage Financial Servic...
<$5M
1-10
Private
-
2003
WD
William DostmanDirector, Investments & Advisor & Partner
Heritage Financial Services Tech Stack
A closer look at the technologies used by Heritage Financial Services
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Heritage Financial Services, LLC is an independent wealth management and financial consulting firm based in Western New York, with a satellite location in Southwestern Florida. Founded in 2003, the firm specializes in comprehensive financial planning, including retirement, estate, education, and risk management planning. They primarily serve indivi... Read More
