Four Ways We’ll Improve Your Quality of Life
In 1995, we established Heritage Financial. Since then, we’ve built a team of over 40 professionals and a reputation as one of the country’s finest wealth management firms. Today, we serve in a fiduciary role to approximately $2.6 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
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
As a long-time client, I have nothing but positive things to say about Heritage Financial. They have strong principles, solid investment strategies, great communication and look at the financial picture holistically – investments, savings, property, insurance, estate, education, etc. everything to help you reach your goals.
Heritage has gained my trust, they invest as if it were their own money.
In a few words – Personalized. Strategic. Detail oriented. Responsive.
Joe & Patti , Massachusetts
I am a long-time client of Heritage. I highly recommend them. They are a highly coordinated team who have responded to all of our financial needs, update us regularly and always respond promptly to and questions we ask. They are very professional, friendly and easy to work with.
Peter , 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
The team at Heritage Financial Services helped us reach our goal of retiring without worry. We have placed our financial health and trust in their professional hands for the last 20 plus years. We can’t say enough about their attention to detail and assistance in helping us to understand market drivers and trends. They also helped us to understand how to eventually retire and spend the portfolio that we worked so hard to create over the years. I would highly recommend Heritage to anyone that wants to feel a sense of great trust in their financial advisor…and I have!!
Lorrie , Massachusetts
This testimonial has been given by a current client of Heritage Financial Services. No compensation was provided for this testimonial.