For the third consecutive year Heritage Financial is proud to announce that Chuck Bean has been named to Forbes/Shook Research’s Top 250 Wealth Advisors for 2019.
“I’m honored and humbled for our team’s recognition in being listed as one of Forbes’ top 250 wealth advisors in the nation. Our clients are the true beneficiaries of our firm’s commitment to excellence and wealth management expertise.”
About Heritage Financial
Based in the Greater Boston Area, Heritage Financial is a personal wealth management firm with over 20 years of experience. We help people who are serious about their finances by building smart, cost-effective portfolios paired with detailed financial planning. Heritage does not provide or receive any compensation to or from any person, firm or media in exchange for placement on a ranking. Past performance is not an indication of future results.
Kristin Castner, CFA
At Heritage Kristin is responsible for overall marketing strategy, with a focus on communicating the firm's message to clients and prospects and creating outreach programs to engage clients, partners and prospective clients.
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