Insider

Inside Heritage

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 >