Heritage Financial Services was listed among the Top 50 Registered Investment Advisers in the country by Bloomberg Markets.
“Our firm is greatly appreciative to be named as one of Bloomberg Markets’ Top 50 RIAs in the nation,” says James Scally, Partner and Senior Wealth Manager at Heritage. “The commitment to our clients in offering comprehensive wealth management could not be achieved without the hard work and dedication of our entire staff. We are grateful for the trust that our clients place in us and are humbled by their referrals and endless support.”
Bloomberg Markets ranked active U.S. registered investment advisers that provide financial planning services based on the data they reported to the Securities and Exchange Commission as of June 1, 2015. They used filings as of June 2, 2014, for year-over-year comparisons. Firms that take commissions, sell financial products or are affiliated with broker-dealers or banks were excluded from this ranking.
Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families for over 20 years.
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.