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. With a focus on multigenerational planning, they provide comprehensive planning and personalized advice to individuals, families, charitable organizations, and businesses, helping them develop and achieve their long-term financial goals.
Founded in 2003, Heritage Financial Services has a strong track record of delivering exceptional advice and a highly personalized experience for their clients. They offer services in retirement planning, estate planning, education planning, risk management, and socially responsible investing, among others, always committed to providing an unparalleled level of service.
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