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 16:33 17,098.00 18.00 Up Arrow
NASDAQ 17:15 4,580.27 22.58 Up Arrow
S&P 16:30 2,003.37 6.63 Up Arrow
10Yr Treasury N/A 2.34 0.01 Up Arrow
30Yr Treasury N/A 3.08 0.01 Up Arrow
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Today's Market Activity
Featured Content: Latest Article and Market Commentaries

Preparing Your College Student for Financial Responsibility If you're sending a child off to college, here are some tips to help your student manage his or her finances.

View the Featured Article

Last Updated: 08/25/14

This communication is strictly intended for individuals residing in the states of
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.

Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.
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