Welcome to Heritage Financial Services , LLC
Heritage Financial Services is a comprehensive regional financial services firm, represented by some of the most knowledgeable and successful financial professionals. With over 300 years of cumulative experience, our team includes an investment specialist,a group benefit division, small business counselors, and specialists in Estate Planning. Our commitment to outstanding service is evident in all our available resources: our quality staff, competitive products, and highly knowledgeable associates. We focus on making our clients comfortable in the knowledge that their financial security is our number one priority.
Proud supporter of these organizations:
- The Teammates Mentoring Program
- Norfolk Area Teammates
- The First Tee of Omaha/Hogan’s Junior Golf Heroes
- Big Brothers/Big Sisters of the Midlands
- Norfolk Area YMCA
- Omaha Chamber of Commerce
- Western Douglas County Chamber
- Norfolk Chamber of Commerce
- Bellevue Chamber
- Better Business Bureau
- Norfolk Area United Way
- The Omaha Business Association
GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.