Heritage Financial Services, LLC, based in Western New York, offers comprehensive financial services including investment management, financial planning, retirement planning, insurance, and estate preservation[1][3]. They focus on multigenerational family planning, serving individuals, families, and businesses[3]. Their unique selling proposition is providing highly personalized and holistic financial advice without proprietary alliances, allowing them to seek the best solutions for clients[1]. The target audience includes those seeking long-term financial planning, particularly families[3]. The company at http://www.heritagefinancial.net is a separate entity based in Massachusetts, offering similar wealth management services to individuals with at least $1 million in assets[2].