With CFA® (Chartered Financial Analyst) and CAIA® (Chartered Alternative Investment Analyst) designations, our Boston-based investment and trading team collaborates with a nationally recognized institutional investment consultant with more than 100 investment professionals to execute an investment strategy designed to maximize return potential for your unique situation and risk tolerance while helping you keep as much of that return as possible.
What Our Clients Say
Mary and I have long thought that one of the best things we have done is to use Heritage Financial to take care of our financial affairs. In that regard, we feel Heritage Financial is doing an excellent job and quite frankly, we sleep well at night without any money worries. But more than that, we have met very nice, friendly, professional people at Heritage. Mary and I value these relationships very highly. The service that you both provided me today is deeply appreciated and more “frosting on the cake”.
Heritage Clients , Massachusetts
As a long-time client, I have nothing but positive things to say about Heritage Financial. They have strong principles, solid investment strategies, great communication and look at the financial picture holistically – investments, savings, property, insurance, estate, education, etc. everything to help you reach your goals.
Heritage has gained my trust, they invest as if it were their own money.
In a few words – Personalized. Strategic. Detail oriented. Responsive.
Joe & Patti , Massachusetts
I am a long-time client of Heritage. I highly recommend them. They are a highly coordinated team who have responded to all of our financial needs, update us regularly and always respond promptly to and questions we ask. They are very professional, friendly and easy to work with.
Peter , Massachusetts
Our experience with Heritage Financial services, has been nothing short of admirable. We have been with Heritage Financial for a long period of time, in which we’ve developed a strong and lasting relationship and friendship with many of the wealth advisors there. The advisors have been kind, honest, trusting and compassionate. Their advice has helped us make important financial decisions. We have recommended Heritage Financial to many of our friends, and family, and we will continue to recommend them.
Heritage Clients , Massachusetts
The team at Heritage Financial Services helped us reach our goal of retiring without worry. We have placed our financial health and trust in their professional hands for the last 20 plus years. We can’t say enough about their attention to detail and assistance in helping us to understand market drivers and trends. They also helped us to understand how to eventually retire and spend the portfolio that we worked so hard to create over the years. I would highly recommend Heritage to anyone that wants to feel a sense of great trust in their financial advisor…and I have!!
Lorrie , Massachusetts
This testimonial has been given by a current client of Heritage Financial Services. No compensation was provided for this testimonial.
Awards & Recognition
Selection criteria used to award each of these recognitions is available by clicking on the award logo.
