Contact Information

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

Second Location
22301 Kenwood Isle Drive
Estero, FL 34135

Telephone: 585-419-8399
Fax: 585-419-8396
 

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

Email:

Stewart R. Moscov, CLU®, ChFC®
Financial Advisor, President
smoscov@hfsplan.com

Steven J. Kane, CFP®, MBA, AIF®
Financial Advisor, Partner
skane@hfsplan.com

Joshua S. Moscov
Financial Advisor, Partner
jmoscov@hfsplan.com

William G. Dostman III, CFA®
Senior Investment Analyst
wdostman@hfsplan.com

Kandra L. Youngman, FPQP®
Office Manager
kyoungman@hfsplan.com

Directions to our office
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Directions to our office
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