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


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...

Small Business of the Month – November 2021: Assistology, LLC

For Meaghan Walls, helping children and adults with disabilities was a proud family tradition. “I was immersed at a young age in disability services through Children Respite Care Center, which was our family business,” Walls said. “I saw firsthand the issues and...

January Small Business of the Month: E Creative

The team at E Creative has found the secret to channeling its expertise – branding, design and marketing communications – into true community impact. It partners with a roster of mission-driven businesses and organizations, the positive change-makers among...

Small Business of the Month – Apr 2020: Royalty Roofing & Renovations

Nick Bermel launched Royalty Roofing & Renovations in 2010 because he saw the need for a higher level of professionalism in the industry. The company’s mission – to be the example of consistency and excellence in the exterior remodel industry – reflects that....

July Small Business of the Month: Valpak of Omaha

If you’ve lived in Greater Omaha for any length of time, odds are you know the company’s signature service offering – that instantly recognizable blue envelope packed, every month, with deals and discounts on dining and entertainment, home...

Small Business of the Month – May 2020: KJK LawnCare, Inc.

KJK LawnCare started as a solo operation five years ago. It’s since grown into a full-service lawn mowing, fertilization, irrigation and landscaping company. “We take pride in delivering a world-class experience to our clients by treating every lawn like it’s our...

November Small Business of the Month: Clean Water Guys (United Distributors, Inc.)

The team at Clean Water Guys (United Distributors, Inc.) is driven by the “Hundred Percenters Creed,” which owner Rory Sherman can recite to you by memory. It goes, in part, “I will give 100% of myself just for today, for in life, you will never fail when...

Small Business of the Month – January 2023: McGill Law, PC LLO

Jodie McGill founded McGill Law, P.C., L.L.O. in 2011 so she could build a family law firm that allowed her to combine her passions, skills, and expertise to help more people in the Omaha community. Originally from Omaha and a graduate of Creighton Law School, Jodie...

Small Business of the Month – November 2020: Blair Freeman

Maranda Adams and Ashley Kuhn saw the need for a “transparent construction company that puts the owner back in the driver seat on their projects” – so they founded Blair Freeman, Nebraska's only 100 percent woman-owned, 100 percent minority-owned Class A contractor....

August Small Business of the Month: Nebraska Tour Company

Nebraska Tour Company has an invitation for guests and residents alike – come discover Omaha past and present. Our August Small Business of the Month is a locally-owned group dedicated to showcasing the best and newest local restaurants and lounges in the...

August Small Business of the Month: Hot Shops Art Center

A mattress factory in a former life, the Hot Shops Art Center has been awakening creativity in our community for more than sixteen years now; a unique mosaic of 56 art studios, three art galleries and a number of exhibition spaces. What's more, our August Small...

December Small Business of the Month: Anytime Tees

Rachel Nagunst and her team at Anytime Tees can do just about anything – from screen printing and embroidery to digital printing, iron-on printing and yes, even rhinestones. “I know how important and unifying shirts can be to a kid, a team, a school,”...

You have a great story – tell us!

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