Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families for more than 25 years. We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security, working closely as a team with their other trusted advisers to offer straightforward solutions. Our ultimate goal is to build lifetime relationships with our clients by helping to simplify, organize, and instill confidence in their often-complex financial lives. Heritage has grown from a sole practitioner to a well-established firm of 40 employees managing approximately $2.6 billion in client assets nationwide. The continued growth and success of Heritage Financial through referrals from valued clients, trusted associates, and strategic alliances is testament to our commitment to fostering strong relationships. At Heritage, we appreciate your interest in our firm, and invite you to follow us on LinkedIn. Although our clients may follow this account, this should not be interpreted as a testimonial regarding any client’s experience with or endorsement of our firm.
View Top Employees from Heritage Financial Services, LLCWebsite | http://www.heritagefinancial.net |
Revenue | $7 million |
Funding | $350000 |
Employees | 54 (54 on RocketReach) |
Founded | 1995 |
Address | 100 Lowder Brook Drive Suite 1000, Westwood, Massachusetts 02090, US |
Phone | (781) 255-0214 |
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Industry | Financial Services, Finance General, Private Wealth Management, Finance, Comprehensive Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Tax Planning, Investment Management, Estate Planning, Insurance Planning |
Competitors | Life Solutions Group, Optimum Investment Advisors, RINET Company, LLC, Trillium Asset Management, aboutLife |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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The Heritage Financial Services, LLC annual revenue was $7 million in 2024.
Chuck Bean is the Founder and Chairman of Heritage Financial Services, LLC.
54 people are employed at Heritage Financial Services, LLC.
Heritage Financial Services, LLC is based in Westwood, Massachusetts.
The NAICS codes for Heritage Financial Services, LLC are [5239, 52, 52393, 523].
The SIC codes for Heritage Financial Services, LLC are [62, 628].