Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hanna? Claim Your ProfileHanna Gisselle Gomez is a Certified Financial Planner™ with Heritage Financial Services. Hanna has been in the financial services industry since December 2016. Hanna has a wide range of experience in financial planning, portfolio management, and educational seminars. Hanna is registered with the state of Massachusetts as an Investment Advisor Representative.
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
04/30/2019 - Present
Heritage Financial Services (WESTWOOD MA)
Active
Inactive
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