Heritage Financial Services Employee Directory

Q: How many employees does Heritage Financial Services have currently?

Heritage Financial Services has approximately 52 employees.

Financial ServicesNebraska, United States51-200 Employees

Our Philosophy

At Heritage Financial Services, we are committed to continually helping our clients improve their financial prosperity with customized strategies that take into consideration their entire financial picture. By taking the necessary steps to position themselves for pursuing their financial goals, our clients can gain greater confidence in their future financial prosperity.

Each client is approached as an individual with unique needs and expectations. Our basic philosophy has not changed over decades of service. We listen to our clients. This personalized approach helps make Heritage Financial Services a positive resource in developing, implementing and maintaining a business or individual financial strategy. Through our recommendation process, we assist clients in selecting the product and services that make the most sense for their situation. We promote a “buy and hold” strategy based on proper asset allocation and diversification across the portfolio. As an independent organization, we are positioned to provide objective advice. In addition, we have developed strategic relationships with companies who share in the belief that success is dependent upon placing the long-term interests of our clients above our own. Through the joint efforts of these strong relationships, we are able to provide better service to clients of Heritage Financial Services.

Our Process Includes Five Basic Fundamentals:
• Establish a Safety Net of cash and Insurance
• Get Started Early and Accumulate Money Systematically
• Reduce the Impact of Income Taxes
• Lower the Risk With Minimal Impact on Return
• Build a Portfolio Which Matches Your “Personal Profile”

Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consults your tax or legal advisor regarding your own specific tax or legal situation.

TR1169833DOFU4/2015

Find Heritage Financial Services employees' phone numbers or email addresses

Heritage Financial Services Global Highlights

North America
101

United States Of America
101

Africa
1

South Africa
1

Asia
1

India
1

Heritage Financial Services's Leadership

S. M.
Chief Financial Officer
Mobile Phone
Email
T. A. A.
President
Mobile Phone
Email
J. I.
President And Owner
Mobile Phone
Email
S. S.
President
Mobile Phone
Email
W. P.
President
Mobile Phone
Email
C. K. C.
Financial Advisor, Cfp(r),Clu(r),Chfc(r), Cap(r)
Mobile Phone
Email
K. L.
Senior Mortgage Processor
Mobile Phone
Email
A. O. C.
Financial Advisor
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

A. J. F.
Registered Representative And Life Insurance Specialist
Mobile Phone
Email
United StatesNebraska
Feb 16, 2026
B. M.
Para Planner
Mobile Phone
Email
South AfricaGauteng
Nov 17, 2025
K. G.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Heritage Financial Services known for?

Heritage Financial Services operates in the Financial Services industry. The company's main headquarters is located in 1010 South 120th Street Suite 200 Omaha, Nebraska 68154 United States; 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 February 2026. These team members are located across 3 continents, including North AmericaAfricaAsia.

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

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

Chief Financial Officer: S. M.
President: T. A. A.
President And Owner: J. I.
President: S. S.
President: W. P.

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