Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Long is a Certified Financial Planner™ at Ballentine Partners, a firm with a main office in Waltham, MA. Heather works with clients in Wolfeboro, NH. Heather provides financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. Heather has over 8 years of experience in the financial services industry. Heather's previous experience includes working at Grove Street Fiduciary Inc. and Office of Public Guardian. The firm, Ballentine Partners, has been in business since 2008 and manages over $10 billion in assets.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Project fees
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NH
11/03/2021 - Present
Ballentine Partners (Wolfeboro NH)
Active
Inactive
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