BBB Accredited Business Profile

Heritage Financial Services, LLC

Heritage Financial Services, LLC

(402) 558-6860

Heritage Financial Services, LLC

14 years in business
1010 S 120th St # 200
Omaha, NE 68154-4208
BBB File Opened: 02/07/2001
Business Started: 07/07/2003
Business Incorporated: 07/01/2003 in NE
Type of Entity
Limited Liability Company
Contact Information
  • Principal: Mr. Thomas L. Wilkinson, President
Business Category
  • Financial Planning Consultants
  • Insurance Companies
  • Insurance - Life
  • Insurance - Long Term Care
  • Insurance - Disability
  • Insurance Consultants
  • Investment Advisory Service
  • Retirement Planning Service
  • Financial Services
  • Insurance - Employee Benefits
  • Estate Planning & Management

Products & Services
This company provides financial planning services including retirement and estate planning, investment advisory and financial analysis for individuals and businesses. They also offer insurance products for life, long term care, disability and employee benefits.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of SP088914 for this business, issued by Insurance, NE Department of

    Insurance, NE Department of
    941 O Street Suite 400, Lincoln, NE 68508
    Phone Number:  (402) 4712201
    Fax Number:   ()

  • BBB records show a license number of YR088914 for this business, issued by Insurance, NE Department of

    Insurance, NE Department of
    941 O Street Suite 400, Lincoln, NE 68508
    Phone Number:  (402) 4712201
    Fax Number:   ()

  • BBB records show a license number of AG160723 for this business, issued by Insurance, NE Department of

    Insurance, NE Department of
    941 O Street Suite 400, Lincoln, NE 68508
    Phone Number:  (402) 4712201
    Fax Number:   ()

  • BBB records show a license number of AG140096 for this business, issued by Insurance, NE Department of

    Insurance, NE Department of
    941 O Street Suite 400, Lincoln, NE 68508
    Phone Number:  (402) 4712201
    Fax Number:   ()

  • BBB records show a license number of AG118704 for this business, issued by Insurance, NE Department of

    Insurance, NE Department of
    941 O Street Suite 400, Lincoln, NE 68508
    Phone Number:  (402) 4712201
    Fax Number:   ()

  • BBB records show a license number of 0100178158 for this business, issued by Insurance, NE Department of

    Insurance, NE Department of
    941 O Street Suite 400, Lincoln, NE 68508
    Phone Number:  (402) 4712201
    Fax Number:   ()

  • BBB records show a license number of NPN 230390 for this business, issued by Nebraska Insurance Commissioner

    Nebraska Insurance Commissioner
    941 O Street, Suite 400, Lincoln, NE 68508
    http://www.doi.ne.gov
    Phone Number:  (877) 5647323
    Fax Number:   ()

  • BBB records show a license number of NPN1426856 for this business, issued by Nebraska Insurance Commissioner

    Nebraska Insurance Commissioner
    941 O Street, Suite 400, Lincoln, NE 68508
    http://www.doi.ne.gov
    Phone Number:  (877) 5647323
    Fax Number:   ()

  • BBB records show a license number of NPN7974288 for this business, issued by Nebraska Insurance Commissioner

    Nebraska Insurance Commissioner
    941 O Street, Suite 400, Lincoln, NE 68508
    http://www.doi.ne.gov
    Phone Number:  (877) 5647323
    Fax Number:   ()

BBB accredited business

A+

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Heritage Financial Services, LLC

Heritage Financial Services, LLC

BBB ACCREDITATION SINCE 04/29/2011

Customer Review Rating:

There are NO reviews for this business.
Be the first to leave a review!
This business has no complaints filed