Heritage Financial Services


Insurance CarriersFinancial & Retirement Planning ServicesInvestment Services

About Us

Heritage Financial Services is a comprehensive regional financial services firm, represented by knowledgeable and diligent financial professionals.

Securities & Investment Advisory services offered through Securian Financial Services Inc. member FINRA/SIPC. Heritage Financial Services is independently owned and operated. 314 N 5th St, Ste 400, Norfolk NE 68701. 3345265 11/2020

Rep/Contact Info

Ben Conover
Financial Advisor
Colby Conover
Financial Advisor
Melissa Froehlich
Assistant to Casey Knake
View Personal Bio
Casey Knake
Financial Advisor
Mitchell Schultze
Financial Advisor
Jamie Werner
Assistant to Casey Knake