Heritage Financial Services, LLC
Financial ServicesView the employees at
Heritage Financial Services, LLC-
Barbara Faron Executive Assistant Professional
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Westwood
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Top 5%
Cole Samson Paraplanner at Heritage Financial Services-
Waltham, Massachusetts, United States
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Rising Star
Michael Waldron, CFA, CFP® Director of Portfolio Management-
Boston, Massachusetts, United States
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Rising Star
Truman Strug Portfolio Associate at Heritage Financial Services, LLC-
Norfolk, Massachusetts, United States
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Rising Star
Jennifer Watson Chief Compliance Officer and Director of HR, Heritage Financial Services-
Westwood
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Rising Star
Overview
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 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.
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