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Office: 5854198399

Fax: 585.419.8396

179 Sully's Trail

Suite 304

Pittsford, NY 14534

wdostman@hfsplan.com

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Heritage Financial Services, LLC 179 Sully's Trail, Suite 304, Pittsford, NY 14534 | P 585.419.8399 | F 585.419.8396

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network^®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network^®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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