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).
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Total Assets Under Management2,500MILLION
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Total Number of Accounts5,806ACCOUNTS
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Average Account Value$430,539
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CT, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NY, RI, SC, TX, VA, VT
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.