Heritage Financial Services, LLC
Stew and Steve became the founding partners of Heritage Financial Services, LLC, in 2003, to focus on offering personalized financial plans specifically tailored to each client. Their independent approach allows them to draw on years of experience and a broad spectrum of investment choices to customize their planning. As a result, they are able to extend their expertise to new generations while their clients leave a heritage to be proud of.
Heritage Financial Services, LLC, has grown exclusively by word-of-mouth and recommendations from existing clients into a company that manages approximately $350 million in assets. Stew and Steve's success is a result of their unique approach to financial planning and their diverse history in the financial industry. They are experienced in money management, insurance, financial planning and consulting, retirement plan development, and estate preservation and transfer. They are independent and without proprietary alliances, giving them the freedom to choose between a vast array of products and offer consultation without charge to determine where their services are needed.