Steven Kane Certified Financial Planner

Heritage Financial Services, LLC is an independent wealth management and financial consulting firm based in Western New York, with a satellite location in Southwestern Florida. With a focus on multigenerational planning, they provide comprehensive planning services to individuals, families, charitable organizations, and businesses, helping them develop and achieve their long-term financial goals. With a track record dating back to 1968, Heritage Financial Services offers exceptional advice and a highly personalized experience for their clients. They specialize in retirement planning, accumulation planning, estate planning, education planning, risk management, and socially responsible investing, aiming to help clients maintain and enhance their lifestyle into the future.Generated from the website

Regruit Financial Services is a reputable financial firm based in Pittsford, NY, specializing in providing a range of financial services to individuals and businesses. With a focus on personalized financial planning and investment management, Regruit Financial Services aims to help clients achieve their financial goals and secure their financial future. Generated from their business information

American Portfolios Financial Services is a financial firm based in Pittsford, NY, offering a range of investment and wealth management services to individuals and businesses. With a focus on personalized financial planning, American Portfolios Financial Services aims to help clients achieve their long-term financial goals through strategic investment strategies and tailored financial solutions. Generated from their business information