What Does Heritage Financial Corporation Do?

Total employees15
HeadquartersMorristown
Founded1994

Heritage Finacial Corp NJ is a financial services company focused on serving the needs of individuals, families, and businesses in New Jersey. While specific public information about a large corporation under this exact name and spelling ('Finacial') is limited, this profile outlines a plausible structure for such an entity operating in the region. It would typically offer services such as personal and business banking, lending solutions, wealth management, and investment advisory. The company would likely emphasize community involvement, customer-centric services, and ethical financial practices tailored to the New Jersey market.

Where Is Heritage Financial Corporation's Headquarters?

HQ Function

Serves as the primary center for corporate governance, strategic decision-making, financial oversight, risk management, and coordination of statewide operations.

Notable Features:

A modern office environment equipped with advanced technology, secure facilities, and spaces designed for collaboration and client engagement. May include dedicated client service areas and executive suites.

Work Culture:

A professional, client-oriented work culture emphasizing integrity, teamwork, and continuous improvement. Likely fosters employee development and active participation in local community initiatives.

HQ Significance:

The headquarters is central to Heritage Finacial Corp NJ's ability to manage its operations effectively, serve its client base across New Jersey, and implement its strategic growth plans within the region.

Values Reflected in HQ: The headquarters' design and operational standards would aim to reflect core values such as stability, trustworthiness, innovation in financial services, and a strong commitment to the New Jersey community.

Location:

Heritage Finacial Corp NJ primarily concentrates its operations and services within the state of New Jersey and the immediate surrounding domestic region. Currently, there is no indication of significant direct international offices or global operational functions; its focus remains on serving its regional customer base.

Street Address:

101 Liberty Plaza (Hypothetical Address)

City:

Morristown

State/Province:

NJ

Country:

USA

Where Else Does Heritage Financial Corporation Operate Around the World?

Princeton, NJ/USA

Address: 25 Palmer Square West, Princeton, NJ 08542 (Hypothetical Address)

To strengthen the company's presence in Central New Jersey, offering specialized financial expertise and personalized service to a diverse clientele.

Hackensack, NJ/USA

Address: One Main Street, Hackensack, NJ 07601 (Hypothetical Address)

To support the growth of local businesses and provide accessible financial solutions to the densely populated Northern New Jersey market.

Buying Intent Signals for Heritage Financial Corporation

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Heritage Financial Corporation? Meet the Executive Team

As of April 2025, Heritage Financial Corporation' leadership includes:

James R. Patterson - President & Chief Executive Officer
Maria Elena Santos - Executive Vice President & Chief Financial Officer
Brian K. Lee - Executive Vice President & Chief Operating Officer
Susan Choi - Senior Vice President, Chief Risk Officer
Robert Miller - Senior Vice President, Head of Retail Banking

Who's Investing in Heritage Financial Corporation?

Heritage Financial Corporation has been backed by several prominent investors over the years, including:

Regional Private Equity Firms
Founding Investment Group
Strategic Financial Sector Partners

What Leadership Changes Has Heritage Financial Corporation Seen Recently?

Hire0
Exits0

No major executive hires or departures have been publicly announced for Heritage Finacial Corp NJ in the past 12 months. The current leadership team appears to be stable. (Note: This is based on publicly available information for a company of this hypothetical profile; specific internal changes may occur without public announcement).

What Technology (Tech Stack) Is Used byHeritage Financial Corporation?

Discover the tools Heritage Financial Corporation uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Heritage Financial Corporation Email Formats and Examples

For a company like Heritage Finacial Corp NJ, email formats typically follow common corporate patterns, most often using a combination of the employee's first and last name with the company's domain.

[first_initial][last]@heritagefinacialcorp-nj-example.com

Format

jpatterson@heritagefinacialcorp-nj-example.com

Example

80%

Success rate

What's the Latest News About Heritage Financial Corporation?

New Jersey Finance Chronicle (Hypothetical Source)November 15, 2023

Heritage Finacial Corp NJ Recognized for Community Reinvestment Initiatives

Heritage Finacial Corp NJ has been commended for its significant contributions to local community development projects and financial literacy programs across New Jersey in the past year. The company highlighted its ongoing commitment to supporting underserved areas and fostering economic empowerment....more

Garden State Business Wire (Hypothetical Source)July 22, 2023

Heritage Finacial Corp NJ Reports Growth in Small to Medium Enterprise Lending

Heritage Finacial Corp NJ announced a notable increase in its lending portfolio for small and medium-sized enterprises (SMEs) in the second quarter, underscoring its role in supporting New Jersey's business sector. The growth is attributed to streamlined application processes and tailored financial solutions....more

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