Heritage is recognized by Barron’s as one of America’s Top 100 Independent Wealth Advisors

Heritage Financial is pleased to announce Chuck Bean has once again been selected as one of America’s “Top 100 Independent Wealth Advisors” by Barron’s magazine for the ninth consecutive year.  This is the tenth year that Chuck has received this recognition.

“I’m extremely proud of our firm’s accomplishments with this consistent recognition from Barron’s as being one of the top independent financial advisors in the country.  It’s an honor to be highlighted for our team’s passionate and exceptional work in serving our clients’ wealth management needs.”

You can see Chuck’s profile in Barron’s by clicking on the link below:

Link to Chuck’s profile in Barron’s 2019 Top Independent Advisor list


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.


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