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.

Stewart Moscov, CLU®, ChFC®
Financial Advisor, President

Steven Kane, CFP®, MBA, AIF®, CPFA
Financial Advisor, Partner

Joshua Moscov
Financial Advisor, Partner

William Dostman III, CFA®, CFP®
Director of Investments

Kandra Youngman, FPQP®
Senior Financial Planning Associate

Cooper Crunick
Investment Associate

Constance Dragoone
Director of Client Services

Emily DiMuro
Administrative Assistant