Insights

Targeted Client Base Heritage Financial Advisory serves affluent individuals and high-net-worth clients seeking personalized investment strategies, presenting a market opportunity to offer premium financial planning tools, advanced portfolio management solutions, and tailored educational resources.

Digital Engagement With an active online presence including podcasts, weekly educational emails, and videos, there is potential to expand digital marketing collaborations or develop new online tools and analytics platforms to enhance client engagement and lead generation.

Technology Integration Utilizing key platforms like Amazon Web Services, Mailchimp, and Google Ads, the company demonstrates an openness to adopt innovative marketing and operational technologies, opening opportunities for sales of marketing automation, CRM enhancements, and cloud-based services.

Growth Potential Operating within the investment management industry with annual revenues between one to ten million dollars, there is significant room for growth and partnership opportunities with leading financial technology providers or asset management firms aiming to reach similar client segments.

Competitive Landscape Being a smaller firm compared to industry giants like Fidelity and Morgan Stanley, Heritage presents opportunities for niche product offerings, customized advisory solutions, or integrated platform services aimed at differentiating in a competitive market.

Heritage Financial Advisory Tech Stack

Heritage Financial Advisory uses 8 technology products and services including Google Ads Conversion Tracking, Facebook Pixel, Amazon Web Services, and more. Explore Heritage Financial Advisory's tech stack below.

Google Ads Conversion Tracking

Analytics

Facebook Pixel

Analytics

Amazon Web Services

Cloud Hosting

Mailchimp

Google Fonts API

Font Scripts

jQuery Migrate

Javascript Libraries

Lodash

Javascript Libraries

Nginx

Web Servers

Heritage Financial Advisory Email Formats	Example	Percentage
First@financialadvisorny.com	John@financialadvisorny.com	50%
First@financialadvisorny.com	John@financialadvisorny.com	50%

Heritage Financial Advisory Email Formats

Example

Percentage

First@financialadvisorny.com

John@financialadvisorny.com

50%

First@financialadvisorny.com

John@financialadvisorny.com

50%

Frequently Asked Questions

Where is Heritage Financial Advisory's headquarters located?

Heritage Financial Advisory's main headquarters is located at 180 East Main Street Suite 301 Smithtown, New York United States. The company has employees across 1 continents, including North America.

What is Heritage Financial Advisory's official website and social media links?

Heritage Financial Advisory's official website is financialadvisorny.com and has social profiles on LinkedIn.

What is Heritage Financial Advisory's NAICS code?

Heritage Financial Advisory's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Heritage Financial Advisory have currently?

As of February 2026, Heritage Financial Advisory has approximately 4 employees across 1 continents, including North America. Key team members include Chief Relationship Manager: C. B.Chief Relationship Manager: C. B.President: L. D.. Explore Heritage Financial Advisory's employee directory with LeadIQ.

What industry does Heritage Financial Advisory belong to?

Heritage Financial Advisory operates in the Investment Management industry.

What technology does Heritage Financial Advisory use?

Heritage Financial Advisory's tech stack includes Google Ads Conversion TrackingFacebook PixelAmazon Web ServicesMailchimpGoogle Fonts APIjQuery MigrateLodashNginx.

What is Heritage Financial Advisory's email format?

Heritage Financial Advisory's email format typically follows the pattern of First@financialadvisorny.com. Find more Heritage Financial Advisory email formats with LeadIQ.

When was Heritage Financial Advisory founded?

Heritage Financial Advisory was founded in 1987.

Heritage Financial Advisory

Q: How many employees does Heritage Financial Advisory have currently?

Heritage Financial Advisory has approximately 4 employees.

Q: What technology does Heritage Financial Advisory use?

Heritage Financial Advisory's tech stack includes Cloudflare CDN, JSON-LD, Site24x7, Google Ads, Google Ads Conversion Tracking.

Investment ManagementNew York, United States2-10 Employees

At Heritage Financial Advisory, we're dedicated to ensuring you reach your full potential so you can have a lasting impact on the people and causes that matter most to you. So, we make a point of emphasizing preparation, education, and execution every step of the way. And with our podcasts, weekly educational emails, and online videos, we provide a multitude of insights to help you feel fully equipped to take on whatever life throws at you.

Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Heritage Financial Advisory, 180 East Main Street, Suite 301, Smithtown, NY 11787. 631-878-5117. The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. No offers may be made or accepted from any resident of any other state. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Insights

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