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 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
Directions to our office
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Directions to our office
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