WESTWOOD, Mass., July 16,
2024 /PRNewswire/ -- Heritage Financial Services
is proud to be included in Financial Advisor Magazine's
annual Top Registered Investment Advisor list for 15
years in a row!
This year, Heritage Financial Services was listed as the
176th largest RIA in the US. "It fills me with
great pride to have our firm recognized as one of the top
investment advisors in America for
fifteen consecutive years," says Founder &
Chairman, Chuck Bean. "This award is
a testament to the team's continued dedication
to meeting the evolving needs of our
clients and adapting to an ever-changing industry. We are
grateful for the continued trust and support of our clients,
partners, and employees throughout the years."
Heritage Financial is an independent wealth management firm
managing nearly $3 billion in assets for clients
nationwide. Physical offices are located
in Westwood, Woburn, and Rockland, MA.
Awarded by Financial Advisor Magazine July 2024 based on data within a 12-month period
ending 12/31/2023. No compensation has been provided for placement
on this ranking. Details on the selection process can be
found here.
About Heritage Financial:
Heritage Financial is focused on providing personalized financial
advice and experienced investment management to affluent families
nationwide. Driven by core values of teamwork, integrity, and
excellence, the Heritage team builds lifelong relationships with
clients and their other trusted advisors to help simplify,
organize, and instill confidence in their often-complex financial
lives.
Media Contact:
HFSMedia@heritagefinancial.net
Phone: 781-619-1349
www.heritagefinancial.net
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SOURCE Heritage Financial Services