What departments does Heritage Financial Services have?

Heritage Financial Services has employees across 7 departments including Finance, Media & Communications, Business Development, Accounting, Sales.

What is the largest department at Heritage Financial Services?

The largest department at Heritage Financial Services is Finance with 21 employees.

Where are Heritage Financial Services employees located globally?

Heritage Financial Services has employees across 3 continents and 5 countries including Zimbabwe, South Africa, Namibia, India, United States Of America.

How has Heritage Financial Services's team size changed over time?

Heritage Financial Services's team has decreased from approximately 59 to 34 employees based on available data.

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.

Heritage Financial Services Global Highlights

North America
106

United States Of America
106

Africa
3

Zimbabwe
1
South Africa
1
Namibia
1

Asia
1

India
1

Heritage Financial Services's Leadership

S. M.
Chief Financial Officer
Mobile Phone
Email
T. A. A.
President
Mobile Phone
Email
J. I.
President And Owner
Mobile Phone
Email
J. G.
President
Mobile Phone
Email
S. S.
President
Mobile Phone
Email
W. P.
President
Mobile Phone
Email
C. K. C.
Financial Advisor, Cfp(r),Clu(r),Chfc(r), Cap(r)
Mobile Phone
Email
C. L.
Managing Partner
Mobile Phone
Email

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 Info

Location

Last Update

G. T.
Loan Officer
Mobile Phone
Email
United StatesMaryland
Sep 10, 2024
J. B.
Financial Advisor
Mobile Phone
Email
United StatesNebraska
Jul 27, 2024
J. B.
Financial Advisor
Mobile Phone
Email
United StatesNebraska
Oct 17, 2024
J. S.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
K. T.
Administrative Assistant
Mobile Phone
Email
Oct 24, 2024
K. F.
Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Jun 08, 2026
K. W.
Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
L. L.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
L. P.
Realtor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
L. T. B.
Insurance And Investment Advisor Representative
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Heritage Financial Services known for?

Heritage Financial Services operates in the Financial Services industry. The company's main headquarters is located in 1010 South 120th Street Suite 200 Omaha, Nebraska 68154 United States; you can contact the 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?

Heritage Financial Services employees' email format typically follows the pattern of . 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?

Heritage Financial Services has approximately 52 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

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

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

Chief Financial Officer: S. M.
President: T. A. A.
President And Owner: J. I.
President: J. G.
President: S. S.

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Heritage Financial Services Employee Directory

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