Heritage Financial Services, LLC

Heritage Financial Services, LLC (CRD# 127268) is a financial advisory firm headquartered in Westwood, MA. They manage $1,001,592,175 in 3,413 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,002
    MILLION
  • Total Number of Accounts
    3,413
    ACCOUNTS
  • Average Account Value
    $293,464
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, MA, NC, NH, NJ, NY, RI, VA

Financial Advisors at Heritage Financial Services, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Joseph F. Arsenault
CRD#: 5415590
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
96
Wealthminder
score

Joseph Arsenault (CRD# 5415590) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has over 9 years of experience in the finance industry. Joseph Arsenault has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Sammy A. Azzouz
CRD#: 4350513
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
96
Wealthminder
score

Sammy Azzouz (CRD# 4350513) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has over 16 years of experience in the finance industry. Sammy Azzouz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Charles S. Bean
CRD#: 2152263
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
96
Wealthminder
score

Charles Bean (CRD# 2152263) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has over 26 years of experience in the finance industry.

4
Matthew A. Carron
CRD#: 4143099
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
96
Wealthminder
score

Matthew Carron (CRD# 4143099) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has over 17 years of experience in the finance industry. Matthew Carron has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Steven L. Jacobsmeier
CRD#: 3163147
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
96
Wealthminder
score

Steven Jacobsmeier (CRD# 3163147) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has over 18 years of experience in the finance industry. Steven Jacobsmeier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Edward R. Jastrem
CRD#: 5451788
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
96
Wealthminder
score

Edward Jastrem (CRD# 5451788) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has over 9 years of experience in the finance industry. Edward Jastrem has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
James P. Scally
CRD#: 2602009
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
96
Wealthminder
score

James Scally (CRD# 2602009) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has over 20 years of experience in the finance industry. James Scally has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Matthew T. Simoni
CRD#: 5167809
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
96
Wealthminder
score

Matthew Simoni (CRD# 5167809) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has over 9 years of experience in the finance industry. Matthew Simoni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Joseph A. Waters
CRD#: 4627450
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
96
Wealthminder
score

Joseph Waters (CRD# 4627450) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has over 14 years of experience in the finance industry. Joseph Waters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Robert T. Weisse
CRD#: 4878178
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
96
Wealthminder
score

Robert Weisse (CRD# 4878178) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has over 12 years of experience in the finance industry. Robert Weisse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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