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