Heritage Financial Services, a comprehensive regional financial services firm, channels more than 300 years of cumulative experience into one overarching goal – helping their clients improve their financial prosperity. The team includes an investment specialist, a group benefit division, small business counselors, and specialists in estate planning.

“Our commitment to outstanding service is evident in all our available resources: our quality staff, competitive products, and highly-knowledgeable associates. We focus on making our clients comfortable in the knowledge that their financial security is our number one priority,” says Susan Gomez, Director of Operations, Heritage Financial Services.

Winning Insights from Our August Winner:

  • Providing an Excellent Customer Experience

“Our basic philosophy hasn’t changed over decades of service – we treat each client as an individual knowing everyone has different circumstances and needs. We listen to assure we meet all of their financial needs. This personalized approach helps make Heritage Financial Services a positive resource in developing, implementing and maintaining a business or individual financial strategy,” Gomez says.

  • Empowering Advisors and Creating a Culture in which They Can Grow and Succeed

“Our culture is one of teamwork, regardless if it is business or outside community work. Each advisor has a mentor that works with them and helps them develop professionally, and we have specialists that also support their development. We hold events weekly and monthly where outside speakers can come in and present so we continue to learn and grow.”

  • Best Practice Tip

“Approach each client as an individual with unique needs and expectations.”                               

  • The Value of Chamber Involvement

“We attend events for networking opportunities and learn new ways to support the community. You can learn several ways to have an impact on your community and stay involved in Omaha.”

  • Impacting the Community

“We are each encouraged to be involved in the community, and we’re given that opportunity to participate even during work hours,” Gomez says.

Heritage Financial Services supports a number of nonprofits, including The Teammates Mentoring Program, Big Brothers/Big Sisters of the Midlands, and Midwest Heart Connection.

“We also have advisors on many different boards in Omaha, and we hold an annual event at our firm for the Stephens Center and collect donations.”

Want to learn more about Heritage Financial Services? Check out the company’s website.

Many thanks to our generous sponsor! 

Premier Bank is the sponsor of the Small Business of the Month award. View more information or nominate a small business online.

MORE IN THIS SERIES


November Small Business of the Month: Wolf Brother Western Store

Gather 'round podnuhs (that's 'partners' for you city folk), and let me tell you about a place where the customer is still king - and the selection of boots, western wear and saddles could just about stretch from Omaha to El Paso. They call it Wolf Brothers Western...

January Small Business of the Month: Don & Ron’s CARSTAR Collision Center

Providing a higher level of service and some much-needed peace of mind to customers facing unplanned inconvenience and expense – that’s what drives the team at Don & Ron's CARSTAR Collision Center, the Chamber’s first Small Business of the Month for 2018. “We help...

March Small Business of the Month: Carlson West Povondra Architects

The team at Carlson West Povondra (CWP) Architects has earned the admiration of Chuck Olson, CEO of OCI Insurance and Financial Services – so much so that he nominated the firm for recognition as our March Small Business of the Month. Olson knows the...

October Small Business of the Month: LifeLoop

“We saw a need…” It is a familiar lead-in to so many startup stories. In Amy Johnson’s case, it led to the 2015 founding of LifeLoop, a cloud-based platform designed to streamline operations for senior living communities, actively engage residents and...

January Small Business of the Month: KreativElement

KreativElement (Ke), a locally-owned and -operated digital marketing firm, is serving its clients and upholding its core values by always striving to keep TRIBE in mind, says James Duran, KreativElement’s managing partner & CMO. TRIBE stands for:...

February Small Business of the Month: CleanWash Laundry Systems

From their vantage point as local laundromat owners, Todd and Toni Santoro saw a prime opportunity to give a new business a spin. That was in 2008. CleanWash Laundry Systems has since grown into a multi-million dollar sales and service organization. With...

December Small Business of the Month: Vic Gutman & Associates

2018 will mark a major milestone in the life of Vic Gutman & Associates (VGA), a regional leader in behind-the-scenes community event management and marketing. The company will celebrate its 40th anniversary next year. “VGA's mission is to bring people together by...

March Small Business of the Month: Apex Informatics

Like most of the Greater Omaha Chamber’s Small Businesses of the Month, March winner Apex Informatics doesn’t intend to be small forever. “We are planning to go global in the future,” said CEO Jay Tedla. Founded in 2012, Apex Informatics is an...

May Small Business of the Month: Re-Bath of the Heartland

“You start and end every day in the bathroom, so why not make it nice?” At Re-Bath of the Heartland, they believe the experience you have in your bathroom shapes the first and last impressions of your day – and that every person deserves the bathroom of...

March Small Business of the Month: Radio Talking Book Service Inc.

  “To be able to be the ‘eyes’ for an individual is an amazing, life-changing experience.” – Linda Dueling, promotions director, Radio Talking Book Service Since 1974, it’s been a “go-to” for the blind and...

March Small Business of the Month: Miracle Hills Clinic

Since 2015, it’s been a prescription for success at Miracle Hills Clinic: provide patients the highest-quality health and wellness services in a warm and stress-free environment. “We strive to stay on the leading edge and deliver evidence-based...

June Small Business of the Month: Digital Sky

Equal parts soaring and stunning – well-executed aerial video is an artform, and the team at  Digital Sky, our June Small Business of the Month, is taking it (and their filmmaking drones) to new heights. “We got into this business to do things that no one...

You have a great story – tell us!

Excellence is a way of life here – earned not given – and it should be celebrated!