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.
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