Community Involvement in Massachusetts and Beyond

Corporate-5k-Fun-Run-2024-01

Our mission is to make a positive and lasting financial impact on the people in our lives and those we serve.

This commitment extends beyond financial planning—we actively invest in the well-being of the communities where we work and live through dedicated community involvement.

Investing Resources

Heritage Financial supports the philanthropic endeavors of our:

Employees

Our gift matching program and paid volunteer time encourage team members to contribute to causes and non-profit organizations they care about, amplifying their impact in the community.

Clients

Our financial planning services identify impactful ways clients can meet their philanthropic goals and maximize their contributions. Additionally, clients can direct the firm’s holiday gift dollars to a non-profit of their choice.

Impact In Action

Each year, we contribute through hands-on volunteering, financial support, and leadership across numerous organizations.
Our team members are dedicated to making a positive and lasting community impact through their time, skills, and generosity.

We've proudly supported the following organizations, among many others

  • Boston Benefits Foundation (Founded by Heritage Financial’s Founder, Chuck Bean, in 2002)

  • Yawkey Family Inn (Boston Children’s Hospital)

  • My Brother’s Keeper

  • National Multiple Sclerosis Society

  • Backpacks for America

  • Dedham Food Pantry

  • Department of Children & Families

  • Cradles to Crayons

  • Rosie’s Place

Recognition

MileStones in Leadership Award Honoree 2025.

Recognized for our long-standing service and significant contributions to the Greater New England Chapter of the National MS Society and its mission.

Chuck Bean at Walk MS 2022
Chuck Bean's walk team 2022 (1) (1)

No compensation has been received or provided in exchange for this recognition.

Join us in making a difference in the lives of others. Explore our culture and career opportunities.

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To get the ball rolling, send an email to hfsletstalk@heritagefinancial.net. Or, if you prefer, you can fill out this simple form.

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