Welcome to Heritage Financial Services
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
Big Brothers/Big Sisters of the Midlands
Midwest Heart Connection
Norfolk Area YMCA
Omaha Chamber of Commerce
Western Douglas County Chamber
Norfolk Chamber of Commerce
Council Bluffs Chamber of Commerce
Bellevue Chamber of Commerce
Better Business Bureau
Norfolk Area United Way
The Omaha Business Association
Meet Our Team
Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients.
We are committed to continually helping our clients improve their financial prosperity with customized strategies that take into consideration their entire financial picture.
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.TR2168955DOFU7/2018