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Heritage Financial ServicesFinancial advisor in Laguna Niguel, CA

Heritage Financial Services is a financial advisor at 28142 Camino Capistrano Ste 101, Laguna Niguel, CA 92677, ranked #2 of 440 financial advisors in Laguna Niguel and rated 5.0 from 112 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Laguna Niguel, CAUpdated 0 paid placements in any rankingHow we rank

Call (855) 434-7400Website ↗

Key facts

Key facts about Heritage Financial Services
Address28142 Camino Capistrano Ste 101, Laguna Niguel, CA 92677Get directions
Phone(855) 434-7400
Websitehfis400.com
HoursMonday to Friday: 9 AM – 4 PM
Google rating5.0 from 112 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Laguna Niguel and 11 towns within 25 miles: Ladera Ranch, Aliso Viejo, Mission Viejo, San Juan Capistrano, Laguna Hills, Laguna Woods, Coto De Caza, Dana Point, Laguna Beach, Lake Forest and Rancho Santa Margarita.

Based in Laguna Niguel, CAView on map

Opening hours

Opening hours for Heritage Financial Services
DayHours
Monday9 AM – 4 PM
Tuesday9 AM – 4 PM
Wednesday9 AM – 4 PM
Thursday9 AM – 4 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Heritage Financial Services

How is Heritage Financial Services ranked in Laguna Niguel?

Heritage Financial Services is ranked #2 of 440 financial advisors in Laguna Niguel by RFA Score, with 73 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Heritage Financial Services’ hours?

Heritage Financial Services is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Heritage Financial Services serve?

Serves Laguna Niguel and 11 towns within 25 miles: Ladera Ranch, Aliso Viejo, Mission Viejo, San Juan Capistrano, Laguna Hills, Laguna Woods, Coto De Caza, Dana Point, Laguna Beach, Lake Forest and Rancho Santa Margarita. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Heritage Financial Services?

Heritage Financial Services has a rating of 5.0 from 112 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Heritage Financial Services?

Call Heritage Financial Services on (855) 434-7400. The business is at 28142 Camino Capistrano Ste 101, Laguna Niguel, CA 92677. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

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Compare nearby financial advisors

Heritage Financial Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Heritage Financial Services (this business)—735.0 (112)NoNo
Secure One Financial Inc#1744.8 (1,399)YesYes13.1 mi
Boostify Financial Solutions#3735.0 (433)YesNo14.2 mi
Verified Docu Service#4724.8 (600)NoNo13.5 mi

See all 440 ranked financial advisors in Laguna Niguel