Heritage Financial Services - Casey Knake

Heritage Financial Services - Casey Knake Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Member FINRA/SIPC.

Securities and investment advisory services offered through Securian Financial Services, Inc. Heritage Financial Services is independently owned and operated. 314 N 5th St, Ste 400 Norfolk NE 68701 | 1010 S 120th St, Ste 200 Omaha NE 68154

Wishing you and yours the best this holiday season.
12/21/2021

Wishing you and yours the best this holiday season.

What is your favorite cookie?
12/04/2021

What is your favorite cookie?

I hope you enjoy spending time with your loved ones today.
11/25/2021

I hope you enjoy spending time with your loved ones today.

Enjoy an extra hour overnight – don’t forget to turn your clocks back!
11/07/2021

Enjoy an extra hour overnight – don’t forget to turn your clocks back!

What are your plans for tonight?
10/31/2021

What are your plans for tonight?

Why is life insurance so important? It lets your loved ones know how much you care — by protecting their financial futur...
10/01/2021

Why is life insurance so important? It lets your loved ones know how much you care — by protecting their financial future, when you’re no longer there. I’m here to help! Contact me today.

The only constant in life is change. While there are countless reasons why businesses fail, a big one is not being prepa...
09/30/2021

The only constant in life is change. While there are countless reasons why businesses fail, a big one is not being prepared for the unexpected. What steps are you taking to protect your business? Contact me to discuss how business financial planning can help you build a resilient business for the future.

Enjoy your coffee this morning!
09/29/2021

Enjoy your coffee this morning!

Are your business and succession plans helping ensure your company’s long-term success? Have you reviewed your business ...
09/28/2021

Are your business and succession plans helping ensure your company’s long-term success? Have you reviewed your business planning documents recently? I can help you get organized, identify business needs, and explore solutions to help your business thrive.

Are your employee benefits set up to attract and retain top talent? Do you have unique benefits for your most critical e...
09/27/2021

Are your employee benefits set up to attract and retain top talent? Do you have unique benefits for your most critical employees? Let’s talk about how I can help you leverage benefits to build a strong and impactful workforce.

Helping families prepare their financial future is my passion. Contact me today!
09/25/2021

Helping families prepare their financial future is my passion. Contact me today!

Your family is your world. I can help you prepare for what the future holds.
09/24/2021

Your family is your world. I can help you prepare for what the future holds.

Address

314 N 5th Street, Suite 400
Norfolk, NE
68701

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+14023791811

Website

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