Hi, I’m Sammy Azzouz, President & CEO of Heritage Financial.
It’s always rewarding to receive a referral — especially from someone who has experienced first-hand our meticulous, highly personal approach to helping people manage their wealth. I hope we can do the same for you.
Please call me anytime at 781-619-1317, or schedule an initial conversation on my calendar.
Our website has a lot of great information to help you decide whether Heritage is the right fit for you
OUR PROCESS
My favorite thing about our firm is that we meet with prospective clients 3-4 times before they’ve even hired us. At no cost to them, we build a plan and give them our professional assessment of their financial picture. This page explains that process for you, or watch this 1-minute video.
FAQ
If I were you, I’d want to know what to expect from the firm: how we charge, if we’re a fiduciary, what services we provide. Answers to those questions and more can be found on the FAQ page.
MY BACKGROUND
You can learn more about my background here.
Check out my personal finance blog “The Boston Advisor.”
Or, get even more detail in my personal finance book, “Beyond the Basics: Maximizing, Allocating and Protecting Your Capital.”
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Awards & Recognition
Selection criteria used to award each of these recognitions is available by clicking on the award logo.
