We’ve worked with three financial advisors over the course of the last 30+ years. We’ve worked with Heritage Financial Services for several years now. The firm is head and shoulders above the others. They are consistently proactive about keeping us informed, via various modes of communication, so you can choose what works best for you. They are responsive to our (many) questions. If we fail to respond to a request for information, they gently remind us. They stay current with technology. They don’t let us drop the ball, which we appreciate. The team is skilled, smart, warm and deep. We feel lucky to be working with Heritage.