Insights

Community Engagement Heritage Financial emphasizes deep ties to local communities and a personalized, consultative approach, highlighting opportunities for targeted community-based financial products and personalized service offerings to enhance customer retention and cross-sell potential.

Technological Adoption The company's use of diverse digital tools like WordPress, Wix eCommerce, and social media platforms indicates a digital-savvy approach, creating opportunities to promote online mortgage solutions, digital marketing campaigns, and streamlined loan processes to attract tech-oriented clients.

Growth Potential With a revenue range up to 10 million dollars and a small team size, Heritage Financial is positioned for scalable growth through targeted marketing, expansion of loan products, and strategic partnerships to increase market share within the regional financial services industry.

Customer-Centric Focus Heritage’s commitment to long-term customer relationships and trust-building suggests sales strategies centered around personalized financial planning and education services, providing avenues for cross-selling additional financial products such as savings accounts, insurance, or investment options.

Market Positioning Compared to larger institutions, Heritage Financial’s localized expertise and personalized approach present opportunities to differentiate in competitive markets, especially by emphasizing community trust and personalized service in marketing campaigns and client outreach.

Heritage Financial Corporation Tech Stack

Heritage Financial Corporation uses 8 technology products and services including WordPress, Open Graph, MySQL, and more. Explore Heritage Financial Corporation's tech stack below.

  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • MySQL
    Database
  • Wix eCommerce
    E-commerce
  • styled-components
    Javascript Frameworks
  • Envoy
    Load Balancers
  • Elfsight
    Widgets
  • Facebook
    Widgets

Media & News

Heritage Financial Corporation's Email Address Formats

Heritage Financial Corporation uses at least 1 format(s):
Heritage Financial Corporation Email FormatsExamplePercentage
First@getheritageloans.comJohn@getheritageloans.com
50%
First@getheritageloans.comJohn@getheritageloans.com
50%

Frequently Asked Questions

Where is Heritage Financial Corporation's headquarters located?

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Heritage Financial Corporation's main headquarters is located at 3478 John F Kennedy Blvd, Jersey City, New Jersey 07307, US. The company has employees across 1 continents, including North America.

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

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Heritage Financial Corporation's official website is getheritageloans.com and has social profiles on LinkedIn.

How much revenue does Heritage Financial Corporation generate?

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As of October 2025, Heritage Financial Corporation's annual revenue is estimated to be $168M.

What is Heritage Financial Corporation's SIC code NAICS code?

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Heritage Financial Corporation's SIC code is 6162 - Mortgage Bankers and Loan Correspondents NAICS code is 52 - Finance and Insurance.

How many employees does Heritage Financial Corporation have currently?

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As of October 2025, Heritage Financial Corporation has approximately 15 employees across 1 continents, including North America. Key team members include Chief Executive Officer: B. B.Chief Financial Officer: J. G.Founder & Ceo, Nmls# 223957: T. S.. Explore Heritage Financial Corporation's employee directory with LeadIQ.

What industry does Heritage Financial Corporation belong to?

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Heritage Financial Corporation operates in the Financial Services industry.

What technology does Heritage Financial Corporation use?

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Heritage Financial Corporation's tech stack includes WordPressOpen GraphMySQLWix eCommercestyled-componentsEnvoyElfsightFacebook.

What is Heritage Financial Corporation's email format?

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

When was Heritage Financial Corporation founded?

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Heritage Financial Corporation was founded in 1994.
Heritage Financial Corporation

Heritage Financial Corporation

Financial ServicesUnited States11-50 Employees

Heritage Financial Corp was founded with a commitment to break down the barriers to owning a home and educating homeowners. Heritage Financial has helped hundreds of families find ways to accomplish their home ownership needs, whether buying a first home or refinancing your current loan. Heritage financial Corporation has the professional expertise and knowledge to put together the home financing that is just the perfect fit for you . In Heritage Financial we have the expertise, experience and strength normally associated with large companies. At the same time, we have close ties and in-depth knowledge of needs of families and individuals in the local communities where our team members have lived and worked for over a decade. Our approach to our business is all about serving the needs of customers for the long term. We don't just sell you a product and go away. We take a consultative approach, guiding you through decision-making, helping you understand choices, and periodically reviewing your circumstances to ensure you have the best products and services to achieve both current and future goals. At Heritage Financial Loans,trust is important. We strive to make sure that every thing we do furthers your trust and confidence in us and our commitment to helping you achieve your personal financial goals.

NMLS ID: #137218

Section iconCompany Overview

Headquarters
3478 John F Kennedy Blvd, Jersey City, New Jersey 07307, US
SIC Code
6162 - Mortgage Bankers and Loan Correspondents
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Heritage Financial Corporation's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Heritage Financial Corporation's revenue is estimated to be in the range of $10M$25M

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