Heritage Financial Services was founded in 2003, and from the beginning, our company mission has been to provide our clients with holistic and highly personalized financial advice combined with an exceptional level of service. Our team has experience in investment management, financial planning and consulting, retirement plan development, insurance, and estate preservation and transfer. We are truly independent and without proprietary alliances, giving us the freedom to search the marketplace for the best available solutions and offer consultation without charge to determine where our services may be needed. This communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Review our Terms of Use: commonwealth.com/termsofuse.html
