Welcome to Heritage Financial Services, LLC

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, as well as 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.



Market Snapshot

Index Time Last Change
CBOE DJ x 100 16:15 17,828.00 13.00 Up Arrow
NASDAQ 17:15 4,787.32 29.07 Up Arrow
S&P 16:15 2,072.83 5.80 Up Arrow
10Yr Treasury N/A 2.23 -0.03 Down Arrow
30Yr Treasury N/A 2.94 -0.03 Down Arrow
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Featured Content: Latest Article and Market Commentaries

Year-End Financial Planning Start 2015 on the right foot with these year-end planning tips.

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Last Updated: 11/24/14


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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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