# Heritage Financial Services

- **Website:** <https://heritagefinservices.com>
- **Primary alias:** `heritagefinservices.com`
- **Employees:** 101+
- **Location:** Omaha, Nebraska, United States

## Description

Heritage Financial Services is a financial services firm serving individuals and families from offices in Omaha and Norfolk, Nebraska. The firm aims to be a trusted resource, helping clients clarify their financial goals and develop strategies tailored to their needs. Its services include investment management, strategic wealth management, and financial planning, alongside access to a range of insurance and investment products.

Heritage Financial Services describes its approach as a collaborative process: advisors seek to understand each client’s objectives, prepare an analysis, and discuss recommendations. The firm also emphasizes building strategies designed to address present needs, prepare for the future, and consider tax efficiency. Its team includes financial advisors, partners, and specialists, offering clients access to professionals with varied credentials and areas of focus.

Securities are offered through Cetera Wealth Services LLC, while advisory services are offered through Cetera Investment Advisers LLC. The firm notes that product and service availability may vary by state and advisor, and that its financial professionals may serve only clients in jurisdictions where they are properly registered.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/heritage-financial-services)
- [facebook](https://facebook.com/heritagefinancialservicesllc)

## Logos & icons

- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idswGC9_b5/w/937/h/937/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791436561655)
- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idswGC9_b5/w/138/h/138/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791436561447)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Salem | #0da043 | dark |
| White | #fefefe | light |
| Atlantis | #94cb3c | accent |

## Fonts

- Open Sans — asset _(google)_
- var(--body-font-family — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idswGC9_b5/w/923/h/616/id2BOk-LQP.jpeg?c=1bxid64Mup7aczewSAYMX&t=1635894592452)

---

_Source: <https://brandfetch.com/heritagefinservices.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._