General Info

Heritage Financial Services, LLC is a regional financial services firm serving over 20,000 customers from 14 locations in the United States. Based in Omaha, Neb., the firm offers various services, such as personal planning, business planning, asset management and employee benefit planning. It offers numerous products and services in the areas of health and welfare and administrative, such as disability income protection, deferred annuities, long-term care, retirement strategies, index life insurance, college funding, estate analysis, business solutions, group medical insurance, to name a few. Heritage Financial Services, LLC is a member of Securian Financial Services Inc.