“Society grows great when old men plant trees whose shade they know they shall never sit in.” —Greek Proverb
Heritage Financial Services is an independent wealth management and financial consulting firm based in Western New York, 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, we have built an extensive track record of delivering both exceptional advice and a highly personalized experience for our clients.
Since founding our firm with the name Heritage, we have always had a focus on multigenerational planning. While our services are valuable for clients of all types, we have found that we tend to provide the greatest benefit to families, as we help guide them through the multigenerational planning process. And whether you are an individual, family, charitable organization, or business client; we will always be committed to providing you with an unparalleled level of service.