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If you have $1 million or more in investable assets and the meticulous wealth management experience we’ve described here sounds like what you’re looking for, we should take our discussion to the next stage.

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Our Offices

Westwood Location

Heritage Financial Services
100 Lowder Brook Drive, Suite 1000
Westwood, MA 02090

Woburn Location

Heritage Financial Services
600 Unicorn Park Drive, Suite 203
Woburn, MA, 01801

Rockland Location

Heritage Financial Services
1099 Hingham St.
Rockland, MA 02370