Charles Schwab & Co., Inc. Recognizes Heritage Financial with 2017 Best-in-Business IMPACT Award

We are very proud to announce that Charles Schwab & Co., Inc. has honored Heritage Financial with the 2017 Best-in-Business IMPACT Award TM. Schwab bestows the award annually to a single firm that has been in business for at least 10 years, has a track record of growth and excellence, and uses technology solutions to help expand market reach, responsiveness, and operational efficiencies.

Selected from among applicants all across the nation, Heritage was recognized for its:

o Remarkable growth: In the past five years, Assets Under Management (AUM) have grown by 80 percent to more than $1.3 billion;

o High client retention rate of 99 percent;

o Innovative use of technology, including mobile-friendly tools for clients; and

o Comprehensive wealth management offerings, spanning investment management, cash flow and financial planning, income tax planning, retirement planning, philanthropy and estate planning.

This video by the Schwab team further elaborates on the reasons why Heritage was honored with this award.

Heritage CEO and Founder Chuck Bean and his leadership team accepted the award on the main stage at Schwab IMPACT® 2017, the nation’s largest and longest running annual gathering of independent advisors.

(Heritage Financial’s Partners Receive 2017 Best in Business Award at Schwab Impact Conference in Chicago. The five partners – Bob Weisse, Jim Scally, Chuck Bean, Sammy Azzouz, and Ann Smith – are seen in the center, receiving the award from Bernie Clark (left) and Brad Losson (right) of Charles Schwab Advisor Services.)

“We are very excited and proud to have been recognized by Schwab for this honor,” said Bean. “For more than 20 years, we’ve worked extremely hard to build a comprehensive wealth management firm that’s the best place for clients who are serious about managing their money. We’re known for our meticulous planning approach, expert investment management, and our independence. We are not beholden to a bank or other financial services company so we can put our clients’ interests first and act as a true fiduciary.”

“I’d like to sincerely thank our outstanding staff – we employ some of the best in the business,” Bean continued. “And of course, most importantly, we have our wonderful clients to thank, many of whom have been with Heritage since the firm’s founding in 1995.”

The Schwab IMPACT Awards® are given each year to independent advisor firms that have demonstrated excellence through leadership, innovative business practices, client dedication, and fresh thinking. Schwab works with more than 7,500 Registered Investment Advisors (RIAs) in the U.S.

As part of the award, Schwab will make a donation of $15,000 to the National Multiple Sclerosis Society, an organization that Bean holds close to his heart. He is a member of the board of trustees of its New England chapter and co-chairs the Boston Muckfest MS, an annual fund-raising event.

About Heritage Financial Services

Based in the Boston area, Heritage Financial is a personal wealth management firm with 20+ years of experience and $1.3 billion in assets under management. Heritage is the best choice for people who are serious about their finances – its team provides detailed financial planning and helps clients build smart, cost-effective portfolios. The firm’s client retention rate is 99 percent. Services include investment management, cash flow and financial planning, tax planning, retirement planning, philanthropy and estate planning. Visit

About IMPACT Awards®

The Charles Schwab & Co., Inc.’s IMPACT Awards® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry.

For more information on the IMPACT Awards® program, visit


Heritage Financial Services, LLC (“Heritage”) and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Heritage. The Best in Business IMPACT Award™, part of Schwab’s IMPACT Awards® program, is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services.

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