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
  • 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.


Office Location

179 Sully's Trail, Suite 304
Pittsford, NY 14534
Telephone: 585.419.8399




Featured Content: Latest Article and Market Commentaries
Most Recent Article
Year-End Financial Planning Start 2015 on the right foot with these year-end planning tips.

View the Featured Article


Market Updates
Last Updated: 12/22/14


Market Snapshot

Index Time Last Change
CBOE DJ x 100 16:15 17,959.00 154.00 Up Arrow
NASDAQ 16:43 4,781.42 16.04 Up Arrow
S&P 16:15 2,078.54 7.89 Up Arrow
10Yr Treasury N/A 2.16 -0.01 Down Arrow
30Yr Treasury N/A 2.75 -0.02 Down Arrow
Enter Symbol Symbol Lookup
Today's Market Activity
Wealth Management Services

Learn how working with us can help you pursue your goals.
Home | About Us | Our Services | Resources | Account Access | Contact Us
This communication strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI. 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.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
Privacy Policy
© Copyright 2011 - 2014