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    Contact Us

    1010 S. 120th Street, Suite 200
    Omaha, NE 68154

    Phone: (402) 558-6860
    Fax: (402) 558-9748

    twilkinson @heritagefinservices.com
    Map and Directions

    Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC.

    Heritage Financial Services, LLC is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

    Certain individuals associated with Heritage Financial Services, LLC are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Heritage Financial Services, LLC are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.

    Heritage Financial Services, LLC, 1010 S. 120th Street, Suite 200, Omaha, NE, 68154 (402) 558-6860
    Copyright 2012 Heritage Financial Services, LLC, Securian Financial Network. All Rights Reserved.