Heritage Financial Services, LLC Employee Directory

Heritage Financial Services, LLC Global Highlights

Location

Employees

North America

44

• United States Of America
  44

Heritage Financial Services, LLC's Leadership

• 
  L. J.

  Director Of Marketing And Compliance

  Mobile Phone

  Email
• 
  C. R.

  Wealth Advisor

  Mobile Phone

  Email
• 
  R. K.

  Financial Advisor

  Mobile Phone

  Email

Heritage Financial Services, LLC Employee Metrics

• Banking
• Business
• Community & Social Services
• Entrepreneurship
• Finance
• Other
• Operations
• Program & Project Management

Banking is the largest department at 67% of profiles with a known department, down from 72% in January 2026, followed by Business (11%, up from 5%) and Operations (11%, up from 2%).

Contact profiles from Heritage Financial Services, LLC

• 
  L. J.

  Director Of Marketing And Compliance

  Mobile Phone

  Email

  Oct 21, 2024
• 
  C. R.

  Wealth Advisor

  Mobile Phone

  Email

  Oct 22, 2024
• 
  R. K.

  Financial Advisor

  Mobile Phone

  Email

  Oct 23, 2024

• 1

Frequently Asked Questions

What are the largest departments at Heritage Financial Services, LLC?

Banking is the largest department at 67% of profiles with a known department, down from 72% in January 2026, followed by Business (11%, up from 5%) and Operations (11%, up from 2%). Heritage Financial Services, LLC's workforce spans 4 departments.

How has Heritage Financial Services, LLC's workforce changed over the past year?

Heritage Financial Services, LLC's workforce fell 79% between January 2026 and November 2026. Banking's share of profiles with a known department fell from 72% to 67%.

How many employees does Heritage Financial Services, LLC have currently?

Heritage Financial Services, LLC has approximately 18 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Heritage Financial Services, LLC's key employees and leadership?

As of November 2026, Heritage Financial Services, LLC's key employees include:

• Director Of Marketing And Compliance: L. J.
• Wealth Advisor: C. R.
• Financial Advisor: R. K.

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What is Heritage Financial Services, LLC's most common email format?

Heritage Financial Services, LLC employees' email format typically follows the pattern of FLast@heritagefinancial.net. Trying to find reliable and up-to-date employee contact data? Find more Heritage Financial Services, LLC email formats with LeadIQ.

What is Heritage Financial Services, LLC known for?

Heritage Financial Services, LLC was founded in 1995 and operates in the Financial Services industry. You can contact Heritage Financial Services, LLC's main corporate office by phone at

+1-360-943-****

. Explore Heritage Financial Services, LLC's company overview page for more information.