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 21 - 23 of 23 top financial advisors.
21
Raymond Powell, financial advisor Westwood MA
Raymond L. Powell
CRD#: 7744584
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Raymond Powell (CRD# 7744584) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry.

22
Christopher Ruta, financial advisor Westwood MA
Christopher A. Ruta
CRD#: 6304473
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Christopher Ruta (CRD# 6304473) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry.

23
Jackson Watson, financial advisor Westwood MA
Jackson G. Watson
CRD#: 7503666
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090

Jackson Watson (CRD# 7503666) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has 1 year of experience in the finance industry.

PREV ... 1 2 3

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals