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Heritage Financial Services Employee Directory

Financial ServicesNebraska, United States51-200 Employees

Heritage Financial Services operates in the financial services industry, offering personalized financial guidance and independent advisory support aimed at helping clients improve long-term prosperity. The firm emphasizes understanding each client’s unique financial situation and employs a structured process focused on safety, early savings, tax considerations, risk management, and a tailored portfolio aligned with individual profiles. By maintaining independence and fostering relationships with like-minded partners, Heritage Financial Services seeks to provide objective advice and comprehensive service for both individuals and businesses seeking strategic financial planning. Based in Omaha, Nebraska, the company positions itself as a custom, client-centric advisor with a philosophy centered on prudence, diversification, and a long-term orientation.

Find Heritage Financial Services employees' phone numbers or email addresses

Heritage Financial Services Global Highlights

Location
Employees

North America
114

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  • United States Of America
    114

Africa
4

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  • South Africa
    2
  • Zimbabwe
    1
  • Namibia
    1

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Netherlands
    1

Heritage Financial Services's Leadership

  • Chief Executive Officer at Heritage Financial Services
    M. A.
    Chief Executive Officer
    Mobile Phone
  • Chief Financial Officer at Heritage Financial Services
    S. M.
    Chief Financial Officer
    Mobile Phone
  • President at Heritage Financial Services
    W. P.
    President
    Mobile Phone
  • Owner at Heritage Financial Services
    A. S.
    Owner
    Mobile Phone
  • Executive Director at Heritage Financial Services
    M. C. D.
    Executive Director
    Mobile Phone
  • Accountant at Heritage Financial Services
    A. E.
    Accountant
    Mobile Phone
  • Operations Associate at Heritage Financial Services
    E. W.
    Operations Associate
    Mobile Phone
  • Administrative Assistant at Heritage Financial Services
    K. T.
    Administrative Assistant
    Mobile Phone

Heritage Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Community & Social Services
  • Business Development
  • Other

Contact profiles from Heritage Financial Services

Name
Title
Contact
Location
Last Update
  • Assistant at Heritage Financial Services
    M. F.
    Assistant
    Mobile Phone
    Oct 18, 2024
  • Wealth Advisor at Heritage Financial Services
    W. B.
    Wealth Advisor
    Mobile Phone
    Oct 17, 2024
  • Para Planner at Heritage Financial Services
    B. M.
    Para Planner
    Mobile Phone
    South Africa, Gauteng
    May 31, 2026
  • Financial Consultant at Heritage Financial Services
    M. J.
    Financial Consultant
    Mobile Phone
    United Kingdom, Portsmouth
    Sep 07, 2026

Frequently Asked Questions

What is Heritage Financial Services known for?

Minus sign iconPlus sign iconHeritage Financial Services operates in the Financial Services industry. You can contact Heritage Financial Services's main corporate office by phone at
+1-402-558-****
. Explore Heritage Financial Services's company overview page for more information.

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

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

How many employees does Heritage Financial Services have currently?

Minus sign iconPlus sign iconHeritage Financial Services has approximately 52 employees as of September 2026. These team members are located across 3 continents, including North America, Africa and Europe.

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

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

  • Chief Executive Officer: M. A.
  • Chief Financial Officer: S. M.
  • President: W. P.
  • Owner: A. S.
  • Executive Director: M. C. D.

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