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

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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