Heritage’s Chuck Bean Ranked 2nd in Forbes Best-in-State Wealth Advisors List

Recognition continues to follow the success of Heritage Financial’s Chuck Bean.  The most recent tribute comes from Forbes Magazine, who ranked Chuck 2nd  in the “excluding Boston” category on their 2019 Best-in-State Wealth Advisors List.

“We’ve been working hard to improve the client experience for our growing clientele, and this recognition is a welcome acknowledgement of those efforts” said Chuck Bean, CEO of Heritage Financial Services. “We will continue to expand our range of services provided, and look forward to working with our clients to define the best possible client experience”

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.

According to Forbes, those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices and their approach to working with clients. Neither Forbes nor SHOOK receive a fee in exchange for rankings. More details on the section process can be found here.

Source: Forbes.com (Awarded February 2019). Data compiled by SHOOK Research LLC based on time period from 6/30/17 – 6/30/18.

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