Hi, I’m Sammy Azzouz, President 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.
Our website has a lot of great information to help you decide whether Heritage is the right fit for you. Some recommended landing spots are:
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.
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 here.
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.”
Selection criteria used to award each of these recognitions is available by clicking on the award logo.