Contact Information

Heritage Financial Services, LLC
179 Sully's Trail, Suite 304
Pittsford, NY 14534

Satellite Location
22301 Kenwood Isle Drive
Estero, FL 34135

Phone: 585-419-8399
Fax: 585-419-8396

 

Please contact us with any questions or to set up a complimentary initial consultation.


Email:  [email protected]

 

 

Stewart Moscov, CLU®, ChFC®
Financial Advisor, President

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Steven Kane, CFP®, MBA, AIF®, CPFA
Financial Advisor, Partner

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Joshua Moscov
Financial Advisor, Partner

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William Dostman III, CFA®, CFP®
Director of Investments

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Kandra Youngman, FPQP®
Senior Financial Planning Associate

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Cooper Crunick
Investment Associate

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Constance Dragoone
Director of Client Services

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Emily DiMuro
Administrative Assistant

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Directions to our office
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Directions to our office
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