About

Helping You Make The Most of Your Money

The financial professionals at Heritage Financial Services, LLC, in Norfolk, Nebraska, are here to help you realize your financial goals by helping you make the most of your money. Our unique, long-term approach builds relationships with clients from the ground up.

We focus on meeting each client's individualized needs starting with a customized financial strategy and using sound, proven financial principles as the basis of our recommendations. Our clients rely on our guidance throughout their changing personal circumstances, careers, and retirement.

Visit our website www.caseyknake.com to:

  • View a list of services we provide

  • Learn more about Casey and his team

  • Watch the market

  • Stay up to date with related financial topics

  • Request a quote

  • Casey Knake, CFP®, CLU, ChFC
    Financial Advisor
    cknake@heritagefin.net

    Ben D. Conover
    Financial Advisor
    bconover@heritagefinservices.com

    *Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Heritage Financial Services is independently owned and operated.

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