Heritage Financial Services

We are an independent financial consulting firm based in the Western New York area and with a satellite location in Southwestern Florida that supports clients in developing and achieving their long-term financial goals. With industry roots dating back to 1968, Heritage Financial Services was formally organized in 2003 to provide an expected highly personalized experience for our clients and to deliver on our promises. Our website has links to: current news about the stock market and economy information about our comprehensive services resources that can help you to become a more knowledgeable investor Current clients can also access their accounts on-line to get an up-to-date snapshot of their portfolios. We appreciate your interest in Heritage Financial Services and look forward to helping you realize your long-term financial goals.