Heritage Financial Services

Heritage Financial Services (CRD# 127268) is a financial advisory firm headquartered in Westwood, MA. They manage $2,499,708,338 in 5,806 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,500
    MILLION
  • Total Number of Accounts
    5,806
    ACCOUNTS
  • Average Account Value
    $430,539
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, VA, VT

Financial Advisors at Heritage Financial Services
Showing 1 - 10 of 23 top financial advisors.
1
Joseph F. Arsenault
CRD#: 5415590
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Joseph Arsenault (CRD# 5415590) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 16 years of experience in the finance industry.

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

Sammy Azzouz (CRD# 4350513) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 23 years of experience in the finance industry.

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

Charles Bean (CRD# 2152263) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 32 years of experience in the finance industry.

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

Matthew Carron (CRD# 4143099) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 23 years of experience in the finance industry.

5
Kenzie M. Ferris
CRD#: 6787339
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Kenzie Ferris (CRD# 6787339) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry.

6
Hanna G. Gomez
CRD#: 6569899
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Hanna Gomez (CRD# 6569899) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry.

7
Jonathan R. Harding
CRD#: 7061102
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Jonathan Harding (CRD# 7061102) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry.

8
Paul J. Higgins
CRD#: 1906587
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Paul Higgins (CRD# 1906587) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 29 years of experience in the finance industry.

9
Edward R. Jastrem
CRD#: 5451788
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Edward Jastrem (CRD# 5451788) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 15 years of experience in the finance industry.

10
James P. Scally
CRD#: 2602009
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

James Scally (CRD# 2602009) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 26 years of experience in the finance industry.

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