copy and paste this google map to your website or blog!
Press copy button and paste into your blog or website.
(Please switch to 'HTML' mode when posting into your blog. Examples: WordPress Example, Blogger Example)
Our Process - Heritage Financial Services We share a detailed breakdown of your current financial situation, including a Net Worth Statement with values and beneficiaries, a Cash Flow Projection that models expected income, spending, and returns into the future, and an overview of the strengths and weaknesses of your current portfolio
HERITAGE FINANCIAL RECOGNIZED AS ONE OF AMERICA’S TOP RIA FIRMS Earlier this year, Heritage Financial and Chuck Bean were recognized by Barron’s as a Top 100 Independent Advisor, a Top 1200 Financial Advisor, ranked #2 on the Forbes Best-In-State Wealth Advisors list for Massachusetts, and as a Top Registered Investment Advisor by Financial Advisor Magazine
Jonathan Harding - Heritage Financial Services As a wealth manager, Jonathan Harding works closely with clients to simplify their finances and create a comprehensive financial plan to help them achieve their goals
Paul Higgins - Heritage Financial Services Paul joined Heritage in 2017 as a Wealth Manager and became a company shareholder and Senior Wealth Manager in 2021 He wishes to build life-long relationships with clients and help them achieve their financial goals through comprehensive financial planning and a disciplined investment approach
James Scally - Heritage Financial Services Jim Scally works hard at helping each client develop fluency in their financial affairs, so they can make informed, empowered decisions