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Heritage Financial Services

Headquartered in WESTWOOD, MA

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Firm Information

Heritage Financial Services is an investment advisor registered with the SEC. They have approximately $2.5 billion in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. They primarily serve individuals, corporations, and charitable organizations.

Heritage Financial Services

100 LOWDER BROOK DRIVE

WESTWOOD, MA 02090

$2.50B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

HERITAGE FINANCIAL SERVICES has a total of 4 branch locations across the country.
location

WOBURN, MA

location

WESTWOOD, MA

location

Rockland, MA

location

Woburn, MA

Advisors at Heritage Financial Services

View All 23 Advisors
Unclaimed
Christopher A Ruta

CFP®, RA

WESTWOOD, MA

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Joseph A Waters

CFP®, RA

WESTWOOD, MA

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Unclaimed
Raymond Luis Powell

CFP®, RA

Woburn, MA

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Unclaimed
Jennifer M Watson

RA

WESTWOOD, MA

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Unclaimed
Brendan Richard Shea

CFP®, RA

WESTWOOD, MA

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Unclaimed
Michael R Waldron

CFP®, CFA®, RA

WESTWOOD, MA

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Unclaimed
Kevin Russell Webber

CFP®, RA

WESTWOOD, MA

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Unclaimed
Charles Swan Bean

CFC®, RA

WESTWOOD, MA

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Disclosures

There are no public disclosures for Heritage Financial Services.

Frequently Asked Questions (6)

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