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Contact

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

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Form CRS: Client Relationship Summary

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