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Inside Heritage

(Late) Summer 2017 Reading Ideas

With a few weeks left in the summer, following is a list of eight books that I enjoyed reading over the past year. If you are looking for any book ideas I hope you find something here worth considering. Please let me know if you do. I hear from a few of you each time… More >

Chuck Bean Quoted in the Independent Advisor Outlook Study by Charles Schwab

Schwab Advisor Services recently conducted The Independent Advisor Outlook Study that reflects the views of advisors on their industry, their businesses, their clients, and the general environment. Chuck Bean, founder and CEO of Heritage Financial, was one of the advisors featured in the study. Chuck was also one of two advisors who were part of… More >

Heritage Financial Adds Four New Shareholders

Heritage Financial is proud to announce the addition of Senior Wealth Manager Matt Carron, Director of Financial Planning Ed Jastrem, Portfolio Manager Michael Waldron, and Compliance Manager Jennifer Watson to its shareholder group. Many key factors including exceptional job performance, adhering to the firm’s core values, and contributing to the business beyond their job functions… More >

MuckFest MS Boston 2017

Since 2013, Heritage’s CEO, Chuck Bean, has co-chaired one of the Multiple Sclerosis Society’s major annual fundraising events in New England called MuckFest MS Boston. It’s a 5K mud run through 20 outrageous obstacles at Fort Devens in Massachusetts. The obstacles include zip lines, swings into mucky water, cargo nets, belly crawls in mud trenches,… More >

It Takes an Extraordinary Leadership Team to Reach Great Heights!

Twenty-one years ago when I founded Heritage Financial, my goal was to run a completely independent financial advisory firm where planning and investment decisions were based solely on clients’ best interests. Today, as a registered investment advisor and fiduciary, we serve several hundred clients representing $1.2 billion in assets under management, we have 28 knowledgeable… More >

Interview with Caroline Savory, Expert Appraiser

Ed Jastrem, Director of Financial Planning at Heritage Financial Services, connected with fellow Colby College graduate Caroline Savory to discuss her role as President of The Appraisers’ Registry of New England. Caroline and her team of expert appraisers have assisted Heritage clients with inventories and evaluations of artwork, jewelry and collectible cars. In the Q&A… More >

Every Journey Starts With A Single Step

Today, as I complete 25 years of being in business, my firm Heritage Financial Services is celebrating its 20th anniversary. This journey started in 1990 when I graduated from Boston College with a Finance Degree and took my first job as a sales agent at John Hancock. After a few months of product and sales… More >