Four Ways We’ll Improve Your Quality of Life
In 1995, we established Heritage Financial. Since then, we’ve built a team of over 35 professionals and a reputation as one of the country’s finest wealth management firms. Today, we serve in a fiduciary role to more than $2 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 lots of 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
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
My Husband and I began to work with Heritage back in 2007. Since then, needless to say, our lives and the world have taken many turns. I am very pleased to say that Heritage has always helped us make the best possible decisions, based on whatever our needs were, at that particular time.
I trust Heritage implicitly to continue to manage my portfolio, especially during these challenging times.
Myrna, New York
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
This testimonial has been given by a current client of Heritage Financial Services. No compensation was provided for this testimonial.