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 (LLC)
Contact Information
  • Principal: Mr. Thomas L. Wilkinson, President
Business Category
  • Financial Planning Consultants
  • Insurance Companies
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Insurance Consultant
  • Investment Advisory Services
  • Retirement Planning Services
  • Financial Services
  • Employee Benefits Insurance
  • Estate Planning and 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:   ()

Heritage Financial Services, LLC

Heritage Financial Services, LLC

BBB ACCREDITATION SINCE 04/29/2011

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