What departments does Heritage Strategies LLC have?

Heritage Strategies LLC has employees across 5 departments including Operations, Arts & Design, Engineering, Analytics, Human Resources.

What is the largest department at Heritage Strategies LLC?

The largest department at Heritage Strategies LLC is Operations with 2 employees.

Where are Heritage Strategies LLC employees located globally?

Heritage Strategies LLC has employees across 1 continents and 1 countries including United States Of America.

How has Heritage Strategies LLC's team size changed over time?

Heritage Strategies LLC's team has grown from approximately 23 to 26 employees based on available data.

Heritage Strategies LLC Employee Directory

InsuranceNew York, United States11-50 Employees

Heritage Strategies LLC is an estate planning-focused insurance firm based in Woodbury, New York, operating as an estate planning family office. It offers both proprietary and traditional life insurance products, with a specialty in actively managing the estate plans of affluent families and individuals. The firm serves more than 250 clients with a collective net worth exceeding $35 billion.

Partners bring over a century of combined experience in helping businesses and families plan for the future, and the firm uses The Heritage Book—a concise estate plan summary distilled into a few sheets—to provide quick access to critical information. Securities are offered through M Holdings Securities, Inc., a registered broker-dealer (FINRA/SIPC); Heritage Strategies LLC is independently owned and operated.

Heritage Strategies LLC Global Highlights

North America
38

United States Of America
38

Heritage Strategies LLC's Leadership

J. M.
Chief Operating Officer
Mobile Phone
Email
T. J. F.
Managing Partner
Mobile Phone
Email
T. J. F.
Partner
Mobile Phone
Email
J. R. F.
Co-Managing Partner
Mobile Phone
Email
J. L.
Senior Vice President
Mobile Phone
Email
T. Z.
Senior Vice President
Mobile Phone
Email
C. H.
Managing Director, Insurance & Case Design
Mobile Phone
Email
J. V.
Director Of Operations
Mobile Phone
Email

Heritage Strategies LLC Employee Metrics

100%

50%

0%

2026

2025

Business
Human Resources
Community & Social Services
Finance
Accounting
Other
Arts & Design

Contact profiles from Heritage Strategies LLC

Name

Title

Contact Info

Location

Last Update

C. S.
Employee Benefits Specialist
Mobile Phone
Email
United StatesNew York
May 29, 2026
C. R.
Executive Receptionist
Mobile Phone
Email
United StatesNew York
Jul 08, 2024
F. A.
Executive Assistant
Mobile Phone
Email
United StatesNew York
Sep 11, 2025
K. S.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
N. B.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Heritage Strategies LLC known for?

Heritage Strategies LLC was founded in 2009 operates in the Insurance industry. The company's main headquarters is located in 135 Crossways Park Drive Suite 402 Woodbury, New York 11797 United States; you can contact the main corporate office by phone at

+1-212-485-****

. Explore Heritage Strategies LLC's company overview page for more information.

What is Heritage Strategies LLC's most common email format?

Heritage Strategies LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Strategies LLC email formats with LeadIQ.

How many employees does Heritage Strategies LLC have currently?

Heritage Strategies LLC has approximately 29 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Heritage Strategies LLC's key employees and leadership?

As of May 2026, Heritage Strategies LLC's key employees include:

Chief Operating Officer: J. M.
Managing Partner: T. J. F.
Partner: T. J. F.
Co-Managing Partner: J. R. F.
Senior Vice President: J. L.

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Heritage Strategies LLC Employee Directory

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Heritage Strategies LLC Global Highlights

North America
38

Heritage Strategies LLC's Leadership

Heritage Strategies LLC Employee Metrics

Contact profiles from Heritage Strategies LLC

Frequently Asked Questions

What is Heritage Strategies LLC known for?

What is Heritage Strategies LLC's most common email format?

How many employees does Heritage Strategies LLC have currently?

Who are Heritage Strategies LLC's key employees and leadership?

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

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Heritage Strategies LLC Employee Directory

Find Heritage Strategies LLC employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Heritage Strategies LLC Global Highlights

North America38

Heritage Strategies LLC's Leadership

Heritage Strategies LLC Employee Metrics

Contact profiles from Heritage Strategies LLC

Frequently Asked Questions

What is Heritage Strategies LLC known for?

What is Heritage Strategies LLC's most common email format?

How many employees does Heritage Strategies LLC have currently?

Who are Heritage Strategies LLC's key employees and leadership?

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What you can expect from LeadIQ:

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North America
38

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