Contact Information

Heritage Financial Services, LLC
179 Sully's Trail, Suite 304
Pittsford, NY 14534

Satellite Location
22301 Kenwood Isle Drive
Estero, FL 34135

Phone: 585-419-8399
Fax: 585-419-8396
 

Please contact us with any questions or to set up a complimentary initial consultation.

Email:

Stewart R. Moscov, CLU®, ChFC®
Financial Advisor, President
[email protected]

Steven J. Kane, CFP®, MBA, AIF®, CPFA
Financial Advisor, Partner
[email protected]

Joshua S. Moscov
Financial Advisor, Partner
[email protected]

William G. Dostman III, CFA®, CFP®
Senior Investment Analyst
[email protected]

Kandra L. Youngman, FPQP®
Office Manager
[email protected]

Constance A. Dragoone
Administrative Assistant
[email protected]

Directions to our office
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Directions to our office
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