Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenzie? Claim Your ProfileKenzie Marie Ferris is an investment advisor representative registered with Heritage Financial Services. Kenzie has been in the financial services industry since June 2010. Kenzie holds the Certified Financial Planner designation. Kenzie's areas of specialization include financial planning, education seminars, selection of other advisors, and portfolio management. The firm's main office is located in Westwood, MA. The firm provides financial planning services to individuals and businesses and has approximately 2.5 billion dollars in assets under management.
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
04/28/2017 - Present
Heritage Financial Services (WESTWOOD MA)
Active
Inactive
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