Contact Information

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

E-mail:

Stewart R. Moscov, CLU®, ChFC® 
smoscov@hfsplan.com

Steven J. Kane, CFP®, MBA, AIF®
skane@hfsplan.com

Joshua S. Moscov, Financial Advisor
jmoscov@hfsplan.com

Kandra L. Youngman, Office Manager
kyoungman@hfsplan.com

William G. Dostman III, Sr. Investment Analyst
wdostman@hfsplan.com

Jennifer L. Pulver, Administrative Assistant
jpulver@hfsplan.com

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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