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).

Current Firm Details
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
https://www.linkedin.com/company/heritage-financial-services-inc
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 11 - 20 of 23 top financial advisors.
11
Matthew Simoni, financial advisor Westwood MA
Matthew T. Simoni
CRD#: 5167809
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Matthew Simoni (CRD# 5167809) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 16 years of experience in the finance industry.

12
Michael Waldron, financial advisor Westwood MA
Michael R. Waldron
CRD#: 6344039
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Michael Waldron (CRD# 6344039) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry.

13
Joseph Waters, financial advisor Westwood MA
Joseph A. Waters
CRD#: 4627450
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Joseph Waters (CRD# 4627450) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 21 years of experience in the finance industry.

14
Jennifer Watson, financial advisor Westwood MA
Jennifer M. Watson
CRD#: 2791465
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Jennifer Watson (CRD# 2791465) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 27 years of experience in the finance industry.

15
Kevin Webber, financial advisor Westwood MA
Kevin R. Webber
CRD#: 4935286
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Kevin Webber (CRD# 4935286) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 18 years of experience in the finance industry.

16
Robert Weisse, financial advisor Westwood MA
Robert T. Weisse
CRD#: 4878178
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Robert Weisse (CRD# 4878178) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 18 years of experience in the finance industry.

17
Timothy Winn, financial advisor Westwood MA
Timothy D. Winn
CRD#: 6853836
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Timothy Winn (CRD# 6853836) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry.

18
William Bain, financial advisor Westwood MA
William Bain
CRD#: 6572237
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

William Bain (CRD# 6572237) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry.

19
Andreane Bolduc, financial advisor Westwood MA
Andreane Bolduc
CRD#: 7503670
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Andreane Bolduc (CRD# 7503670) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry.

20
Timothy Driscoll, financial advisor Westwood MA
Timothy R. Driscoll
CRD#: 7705585
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Timothy Driscoll (CRD# 7705585) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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