Welcome to Heritage Financial Services, LLC

We are an independent financial consulting firm based in Rochester, NY that has been helping clients to develop and achieve their long-term financial goals since 2003.

Our website has links to current news about the stock market and economy, as well as resources that can help you to become a more knowledgeable investor. Current clients can also
access their accounts.  

We appreciate your interest in our company and look forward to helping you realize your long-term financial goals.



Market Snapshot

Index Time Last Change
CBOE DJ x 100 17:38 16,409.00 -16.00 Down Arrow
NASDAQ 17:16 4,095.52 9.29 Up Arrow
S&P 16:31 1,864.85 2.54 Up Arrow
10Yr Treasury N/A 2.72 0.08 Up Arrow
30Yr Treasury N/A 3.52 0.06 Up Arrow
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Featured Content: Latest Article and Market Commentaries

Key Points in the President's 2015 Budget Proposal: The budget's more of a presidential "wish list" but could still impact America's wealthy and middle class.

View the Featured Article


Last Updated: 04/14/14


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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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