Regruit Financial Services

Heritage Financial Services, LLC is an independent wealth management and financial consulting firm based in Western New York, with a satellite location in Southwestern Florida. With a focus on multigenerational planning, they provide comprehensive planning services to individuals, families, charitable organizations, and businesses, helping them develop and achieve their long-term financial goals. With a track record dating back to 1968, Heritage Financial Services offers exceptional advice and a highly personalized experience for their clients. They specialize in retirement planning, accumulation planning, estate planning, education planning, risk management, and socially responsible investing, aiming to help clients maintain and enhance their lifestyle into the future.Generated from the website

Thomas H Higgins MS Cfp is a financial services firm based in Fairport, NY, specializing in comprehensive financial planning and wealth management. With a focus on personalized strategies and client-centered solutions, the firm aims to help individuals and families achieve their long-term financial goals. Generated from their business information