Insights

Community-Centric Approach Heritage Financial's focus on serving local communities and maintaining strong ties with families suggests opportunities to offer personalized financial products or community-focused services that align with their consultative and trust-based approach.

Technology Integration Utilizing platforms like WordPress, Wix eCommerce, and social media tools indicates an openness to digital engagement; partnering to enhance their online customer experience or streamline digital application processes could be valuable.

Financial Stability With annual revenues between 10 and 25 million dollars, Heritage Financial has a stable financial position, allowing for targeted cross-selling of additional financial services such as insurance, investment products, or refinancing offers.

Growth Potential As a midsize mortgage lender with strong community ties, there is an opportunity to support their growth through innovative loan products or digital marketing strategies aimed at expanding their customer base both locally and digitally.

Competitive Positioning Compared to larger institutions but with a dedicated local presence, Heritage Financial represents a niche for tailored financial solutions; providing scalable solutions that emphasize personalized service could help strengthen their market position.

Heritage Financial Corporation Tech Stack

Heritage Financial Corporation uses 8 technology products and services including WordPress, Open Graph, MySQL, and more. Explore Heritage Financial Corporation's tech stack below.

  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • MySQL
    Database
  • Wix eCommerce
    E-commerce
  • styled-components
    Javascript Frameworks
  • Envoy
    Load Balancers
  • Elfsight
    Widgets
  • Facebook
    Widgets

Media & News

Heritage Financial Corporation's Email Address Formats

Heritage Financial Corporation uses at least 1 format(s):
Heritage Financial Corporation Email FormatsExamplePercentage
First@getheritageloans.comJohn@getheritageloans.com
50%
First@getheritageloans.comJohn@getheritageloans.com
50%

Frequently Asked Questions

What is Heritage Financial Corporation's official website and social media links?

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Heritage Financial Corporation's official website is getheritageloans.com and has social profiles on LinkedIn.

How much revenue does Heritage Financial Corporation generate?

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As of December 2025, Heritage Financial Corporation's annual revenue is estimated to be $168M.

What is Heritage Financial Corporation's SIC code NAICS code?

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Heritage Financial Corporation's SIC code is 6162 - Mortgage Bankers and Loan Correspondents NAICS code is 52 - Finance and Insurance.

How many employees does Heritage Financial Corporation have currently?

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As of December 2025, Heritage Financial Corporation has approximately 15 employees across 1 continents, including North America. Key team members include Chief Executive Officer: B. B.Chief Financial Officer: J. G.Senior Vice President And Manager - Consumer Credit And Dealer Lending: B. C.. Explore Heritage Financial Corporation's employee directory with LeadIQ.

What industry does Heritage Financial Corporation belong to?

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Heritage Financial Corporation operates in the Financial Services industry.

What technology does Heritage Financial Corporation use?

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Heritage Financial Corporation's tech stack includes WordPressOpen GraphMySQLWix eCommercestyled-componentsEnvoyElfsightFacebook.

What is Heritage Financial Corporation's email format?

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Heritage Financial Corporation's email format typically follows the pattern of First@getheritageloans.com. Find more Heritage Financial Corporation email formats with LeadIQ.

When was Heritage Financial Corporation founded?

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Heritage Financial Corporation was founded in 1994.

Heritage Financial Corporation

Financial ServicesNew Jersey, United States11-50 Employees

Heritage Financial Corp was founded with a commitment to break down the barriers to owning a home and educating homeowners. Heritage Financial has helped hundreds of families find ways to accomplish their home ownership needs, whether buying a first home or refinancing your current loan. Heritage financial Corporation has the professional expertise and knowledge to put together the home financing that is just the perfect fit for you . In Heritage Financial we have the expertise, experience and strength normally associated with large companies. At the same time, we have close ties and in-depth knowledge of needs of families and individuals in the local communities where our team members have lived and worked for over a decade. Our approach to our business is all about serving the needs of customers for the long term. We don't just sell you a product and go away. We take a consultative approach, guiding you through decision-making, helping you understand choices, and periodically reviewing your circumstances to ensure you have the best products and services to achieve both current and future goals. At Heritage Financial Loans,trust is important. We strive to make sure that every thing we do furthers your trust and confidence in us and our commitment to helping you achieve your personal financial goals.

NMLS ID: #137218

Section iconCompany Overview

SIC Code
6162 - Mortgage Bankers and Loan Correspondents
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Heritage Financial Corporation's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Heritage Financial Corporation's revenue is estimated to be in the range of $10M$25M

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