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Heritage Financial Advisory Employee Directory

Investment ManagementNew York, United States2-10 Employees

Heritage Financial Advisory is a small investment management firm based in Smithtown, New York. It provides securities and advisory services through Commonwealth Financial Network, a registered investment adviser. The firm emphasizes preparation, education, and execution as core elements of its financial planning approach, and distributes podcasts, weekly educational emails, and online videos to support client learning.

The company provides services to individuals seeking financial guidance and uses educational resources to help clients prepare for life events and pursue personal goals. Based in Smithtown, New York, Heritage Financial Advisory operates within the investment management industry and conducts its securities and advisory offerings through Commonwealth Financial Network.

Find Heritage Financial Advisory employees' phone numbers or email addresses

Heritage Financial Advisory Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Heritage Financial Advisory's Leadership

  • Stylized image of a person
    J. S.
    President
    Phone icon
    Mobile Phone

Heritage Financial Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Heritage Financial Advisory

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. S.
    President
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Heritage Financial Advisory known for?

Minus sign iconPlus sign iconHeritage Financial Advisory was founded in 1987 operates in the Investment Management industry. Explore Heritage Financial Advisory's company overview page for more information.

What is Heritage Financial Advisory's most common email format?

Minus sign iconPlus sign iconHeritage Financial Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Financial Advisory email formats with LeadIQ.

How many employees does Heritage Financial Advisory have currently?

Minus sign iconPlus sign iconHeritage Financial Advisory has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Heritage Financial Advisory's key employees and leadership?

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As of July 2026, Heritage Financial Advisory's key employees include:

  • President: J. S.

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