Comprehensive Family Planning
Financial Goal Setting
“Society grows great when old men plant trees whose shade they know they shall never sit in . . .”
— Greek Proverb
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 by its founders to provide a highly personalized experience for our clients and to always deliver on the promises we make.
Based on our nearly 100 years of combined experience, we understand that every individual and family has unique needs. With that, we help you build a financial plan that's comfortable for you and adjust it with you as your circumstances change throughout your working years and into retirement. Our committment is to provide an unprecedented level of service that our clients of many generations have already come to realize.