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Heritage Financial Services

Heritage Financial Services has operated since 2003, providing clients with holistic, personalized financial advice.

Financial Services
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Headquarters
Pittsford, New York, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2003Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
52 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Heritage Financial Services do?

The team has experience in investment management, financial planning and consulting, retirement plan development, insurance, and estate preservation and transfer. The company states it is independent, without proprietary alliances, and searches the marketplace for available solutions.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Financial planning

The company provides clients with holistic, personalized financial advice.

Source: LinkedIn company description · Retrieved October 13, 2026

Retirement plan development

The team has experience in retirement plan development.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWHeritage Financial Services listed #10 on High net worth advisors, September 19, 2026Open the published source list.
Heritage Financial Services

#10 High net worth advisors

Snapshot: September 19, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 13, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 27, 2026, September 28, 2026, September 29, 2026, September 30, 2026, October 10, 2026 and October 11, 2026. How the company lists are built.

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