CRD: 116287
Heritage Planning & Investing Services, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-29-2000
- Office Locations
- 1
Office Locations
About Heritage Planning & Investing Services, LLC
Heritage Financial Services, LLC is an independent wealth management and financial consulting firm serving clients from Western New York with a satellite presence in Southwestern Florida. Founded in 2003 with industry roots dating to 1968, the firm focuses on comprehensive, customized financial planning and ongoing asset management, including retirement planning, education funding, and tax-efficient multigenerational and estate planning for individuals, families, charities, and businesses.
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Investment Themes
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Owner & Executives
LINDA WALSH TOWE
Managing Member
- CRD
- #2545511
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,828,504 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,828,504 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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