Four Ways We’ll Improve Your Quality of Life
In 1995, we established Heritage Financial. Since then, we’ve built a team of over 45 professionals and a reputation as one of the country’s finest wealth management firms. Today, we serve in a fiduciary role to $3 billion in client assets. Here are four ways we will work to improve the overall quality of your life.
You’ll see your financial picture transform from isolated parts into one integrated whole.
Finances are complicated – investments, taxes, retirement planning, estate planning, cash flow, insurance, philanthropy. All these areas intersect. We help you structure and integrate them into a single, streamlined plan. With both big-picture strategy and detailed execution covered, we anticipate your needs and you move into a position that allows you to always stay one step-ahead with your money.
It’s going to feel like working with family (or your closest friends).
This stuff is personal, and we’re going to become very close with you and your family. The way we see it, you’re more than a client. You’re a person, with responsibilities, passions and aspirations. The better we know you and your family, the better we are at conceiving and implementing professional financial planning strategies that propel you where you want to go. We select our Heritage team members to deliver this rare blend of professionalism and warmth. You won’t just enjoy the benefits of our work – you’ll enjoy working with us.
You’ll finally stop second-guessing.
With some professional relationships, you still wonder if you are in the right place, doing the right thing, with the right people. You’re not going to waste another minute second-guessing. Early on, our partners steered away from the impersonal layers and conflicts of interest of the big banks. Instead, they chose to align their interests tightly with those of Heritage clients. They are directly involved in the business, so supporting clients remains our undiluted focus. The entire Heritage team shares the same uncompromising independent spirit.
You’ll feel the emotional lift our caliber of support delivers.
Imagine feeling listened to, supported, and confident in your future. Imagine the stress just melting away. Even before we’re officially engaged, clients often tell us we’re asking questions no one has asked before. Digging deep into your details is the only way we know to craft a sophisticated, highly customized plan on your behalf. We combine our love of precision with insights and judgment honed through more than 25 years of delivering world-class guidance to Heritage clients.
What Our Clients Say
We feel very fortunate that we chose Heritage to be our financial managers. We know our savings are in good hands.
Kathy & Gary , Massachusetts
Over the years that I have been a client at Heritage, they have done a superb job of listening to my financial goals, and helping me achieve them. Thanks to them, and all things being equal, my retirement is and will be calm, financially sound, and will allow me to remain as independent as I wish. I value their insight, respect their continuing research, and appreciate that they continuously study to remain informed and current about the markets and the financial future we can all look forward to.
Sue , Massachusetts
Mary and I have long thought that one of the best things we have done is to use Heritage Financial to take care of our financial affairs. In that regard, we feel Heritage Financial is doing an excellent job and quite frankly, we sleep well at night without any money worries. But more than that, we have met very nice, friendly, professional people at Heritage. Mary and I value these relationships very highly. The service that you both provided me today is deeply appreciated and more “frosting on the cake”.
Heritage Clients , Massachusetts
Our experience with Heritage Financial services, has been nothing short of admirable. We have been with Heritage Financial for a long period of time, in which we’ve developed a strong and lasting relationship and friendship with many of the wealth advisors there. The advisors have been kind, honest, trusting and compassionate. Their advice has helped us make important financial decisions. We have recommended Heritage Financial to many of our friends, and family, and we will continue to recommend them.
Heritage Clients , Massachusetts
Peace of mind and a feeling of security is what all of us wish for as each year flies by during these uncertain times. I wish I had not waited until 2019 before enlisting the help of HFS, but better late than never!
The team at HFS is approachable, accessible, professional and they can explain even the most complex financial topics in laymen terms. The HFS team practices the perfect blend of the science as well as art of financial planning. I thank them for taking me and my family on as clients!
From a grateful client and her entire family , Massachusetts
This testimonial has been given by a current client of Heritage Financial Services. No compensation was provided for this testimonial.