Having recently been featured in both “Barron’s Top 100 Independent Financial Advisors” and inducted into “Barron’s Advisor Hall of Fame“, it’s natural that interest in Chuck Bean and how he has developed Heritage Financial Services into a top-performing wealth advisory firm has never been higher.
Barron’s featured him in a new profile article written by Steve Garmhausen which shed light on his upbringing, business accomplishments, client service model, investment approach, challenges faced and continued goals for Heritage. This insightful piece highlights how Chuck developed Heritage’s focus on attention to detail and a thorough financial planning model that our clients have benefitted from for almost 25 years.
Commenting on the article, Chuck Bean said, “The Heritage Financial success story is one that I am extremely proud of. This recent recognition is the culmination of many years of hard work from our exceptionally talented employees that has directly benefited our clients while assuring that their best interests always come first.”
Read the profile of Chuck Bean here
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.