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: frontdesk@hfsplan.com


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