What departments does Heritage Financial Services have?

Heritage Financial Services has employees across 5 departments including Finance, Accounting, Administrative, Consultant, Banking.

What is the largest department at Heritage Financial Services?

The largest department at Heritage Financial Services is Consultant with 2 employees.

Where are Heritage Financial Services employees located globally?

Heritage Financial Services has employees across 2 continents and 4 countries including South Africa, Zimbabwe, Namibia, United States Of America.

How has Heritage Financial Services's team size changed over time?

Heritage Financial Services's team has decreased from approximately 59 to 34 employees based on available data.

Heritage Financial Services Employee Directory

Financial ServicesNebraska, United States51-200 Employees

Heritage Financial Services operates in the financial services industry, offering personalized financial guidance and independent advisory support aimed at helping clients improve long-term prosperity. The firm emphasizes understanding each client’s unique financial situation and employs a structured process focused on safety, early savings, tax considerations, risk management, and a tailored portfolio aligned with individual profiles. By maintaining independence and fostering relationships with like-minded partners, Heritage Financial Services seeks to provide objective advice and comprehensive service for both individuals and businesses seeking strategic financial planning. Based in Omaha, Nebraska, the company positions itself as a custom, client-centric advisor with a philosophy centered on prudence, diversification, and a long-term orientation.

Heritage Financial Services Global Highlights

North America
112

United States Of America
112

Africa
3

South Africa
1
Zimbabwe
1
Namibia
1

Heritage Financial Services's Leadership

S. M.
Chief Financial Officer
Mobile Phone
Email
W. P.
President
Mobile Phone
Email
A. E.
Accountant
Mobile Phone
Email
E. W.
Operations Associate
Mobile Phone
Email
K. T.
Administrative Assistant
Mobile Phone
Email
K. W.
Wealth Advisor
Mobile Phone
Email
L. L.
Financial Advisor
Mobile Phone
Email
M. F.
Assistant
Mobile Phone
Email

Heritage Financial Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Community & Social Services
Business Development
Other

Contact profiles from Heritage Financial Services

Name

Title

Contact Info

Location

Last Update

S. M.
Chief Financial Officer
Mobile Phone
Email
Oct 16, 2024
W. P.
President
Mobile Phone
Email
Oct 18, 2024
A. E.
Accountant
Mobile Phone
Email
Namibia
Apr 16, 2026
E. W.
Operations Associate
Mobile Phone
Email
Oct 22, 2024
K. T.
Administrative Assistant
Mobile Phone
Email
Oct 24, 2024
K. W.
Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
L. L.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
M. F.
Assistant
Mobile Phone
Email
Oct 18, 2024
W. B.
Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
B. M.
Para Planner
Mobile Phone
Email
South AfricaGauteng
May 31, 2026

Frequently Asked Questions

What is Heritage Financial Services known for?

Heritage Financial Services operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-402-558-****

. Explore Heritage Financial Services's company overview page for more information.

What is Heritage Financial Services's most common email format?

Heritage Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Financial Services email formats with LeadIQ.

How many employees does Heritage Financial Services have currently?

Heritage Financial Services has approximately 52 employees as of August 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Heritage Financial Services's key employees and leadership?

As of August 2026, Heritage Financial Services's key employees include:

Chief Financial Officer: S. M.
President: W. P.
Accountant: A. E.
Operations Associate: E. W.
Administrative Assistant: K. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Heritage Financial Services Employee Directory

Find Heritage Financial Services employees' phone numbers or email addresses

Name search is limited — try advanced search instead