Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andreane? Claim Your ProfileAndreane Bolduc is a registered Investment Advisor Representative with Heritage Financial Services, located in Westwood, MA. Andreane is a Chartered Financial Analyst and has over 6 years of experience in the financial services industry. Andreane has worked for several notable organizations including Wellington Management, Desjardins, and Northeastern University. At Heritage Financial Services, Andreane provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MA
03/01/2022 - Present
Heritage Financial Services (WESTWOOD MA)
Active
Inactive
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