Heritage Financial Services, LLC
Financial ServicesView the employees at
Heritage Financial Services, LLC-
Paul Higgins Helping people evaluate and integrate every single detail of their financial picture
-
Westwood
-
Rising Star
Jackson Watson, CFP® Wealth Advisor at Heritage Financial Services, LLC-
Brookline, Massachusetts, United States
-
Rising Star
Jonathan Harding, CFP®, ChFC®, CLU® Wealth Manager at Heritage Financial Services, LLC-
Westwood
-
Rising Star
Melissa Mattison, CLSSBB Chief Operating Officer at Heritage Financial-
Boston, Massachusetts, United States
-
Top 5%
Michael Waldron, CFA, CFP® Director of Portfolio Management-
Boston, Massachusetts, United States
-
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.
-