Heritage Financial Services

Our Philosophy At Heritage Financial Services, we are committed to continually helping our clients improve their financial prosperity with customized strategies that take into consideration their entire financial picture. By taking the necessary steps to position themselves for pursuing their financial goals, our clients can gain greater confidence in their future financial prosperity. Each client is approached as an individual with unique needs and expectations. Our basic philosophy has not changed over decades of service. We listen to our clients. This personalized approach helps make Heritage Financial Services a positive resource in developing, implementing and maintaining a business or individual financial strategy. Through our recommendation process, we assist clients in selecting the product and services that make the most sense for their situation. We promote a buy and hold strategy based on proper asset allocation and diversification across the portfolio. As an independe...