Contact Information

Please contact us with any questions or to set up a complimentary initial consultation:


Stewart R. Moscov, CLU®, ChFC®

Steven J. Kane, CFP®, MBA, AIF®

Joshua S. Moscov, Financial Advisor

Kandra L. Youngman, Office Manager

William G. Dostman III, Sr. Investment Analyst

Jennifer L. Pulver, Administrative Assistant

Heritage Financial Services, LLC
179 Sully's Trail, Suite 304
Pittsford, NY 14534

Telephone: 585-419-8399
Fax: 585-419-8396

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