Welcome to Heritage Financial Services, LLC

We are an independent financial consulting firm based in Rochester, NY that has been helping clients to develop and achieve their long-term financial goals since 2003.

Our website has links to current news about the stock market and economy, as well as resources that can help you to become a more knowledgeable investor. Current clients can also
access their accounts.  

We appreciate your interest in our company and look forward to helping you realize your long-term financial goals.



Market Snapshot

Index Time Last Change
CBOE DJ x 100 16:28 16,961.00 -123.00 Down Arrow
NASDAQ 17:15 4,449.56 -22.54 Down Arrow
S&P 16:28 1,978.34 -9.64 Down Arrow
10Yr Treasury N/A 2.47 -0.04 Down Arrow
30Yr Treasury N/A 3.24 -0.06 Down Arrow
Enter Symbol Symbol Lookup
Today's Market Activity
Featured Content: Latest Article and Market Commentaries

Talking to Your Aging Parents About Their Finances. It's crucial to sit down with your parents to discuss the issues that may arise–before they need your help.

View the Featured Article


Last Updated: 07/21/14


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This communication is strictly intended for individuals residing in the states of
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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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