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Steve Ross, is the Co-Founder and President of Heritage Financial Network.  With more than 3 decades of experience, Steve is a Registered Representative and Investment Advisor Representative with Signator, and has been providing financial planning services to a clientele of successful individuals, families, professionals, business owners and retirees since 1981.

In order to offer his clients professional advice, Steve is committed to education. Steve has earned both the ChFC (Chartered Financial Consultant) and the CLU (Chartered Life Underwriter)designations from the American College in Bryn Mawr, PA. Steve has also achieved the LUTCF (Life Underwriting Training Council Fellow)designation. 

Steve belongs to various business organizations, participates in continuing education courses and networks with professionals such as Attorneys and CPAs. This combination of knowledge and experience means dedication, quality service and financial strategies designed to help achieve your goals.

If you are looking for an advisor you can trust, with the experience to ask the right questions and the patience to listen, you have come to the right place. 


Steve Ross, CLU, ChFC

Registered Representative & Investment Advisor Representative


Everyone's economic and life situation is unique. I keep that in mind when providing financial advice. I believe that personalized service is essential when matching clients with suitable financial products and services.

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