Heritage Financial provides a variety of wealth management services for busy, successful individuals across New England from our North Shore office near Stoneham in Woburn, Massachusetts. Our highly personal approach combines detailed financial planning, diversified investment strategies, and meticulous oversight delivered by our skilled team of family-friendly and relentlessly thorough professionals.
From here to serenity
Complimentary Three Meeting Process allows you to road test working with us before you become a client
You talk. We listen. We learn all about your goals, objectives, financial situation, and what keeps you up at night.
State of The Union
We provide an analysis of your current financial position and compare that to your goals and objectives.
We present a detailed financial plan with custom recommendations and investment strategies.
Frequently Asked Questions
What Our Clients Say
Peace of mind and a feeling of security is what all of us wish for as each year flies by during these uncertain times. I wish I had not waited until 2019 before enlisting the help of HFS, but better late than never!
The team at HFS is approachable, accessible, professional and they can explain even the most complex financial topics in laymen terms. The HFS team practices the perfect blend of the science as well as art of financial planning. I thank them for taking me and my family on as clients!
From a grateful client and her entire family, Massachusetts
My Husband and I began to work with Heritage back in 2007. Since then, needless to say, our lives and the world have taken many turns. I am very pleased to say that Heritage has always helped us make the best possible decisions, based on whatever our needs were, at that particular time.
I trust Heritage implicitly to continue to manage my portfolio, especially during these challenging times.
Myrna, New York
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
This testimonial has been given by a current client of Heritage Financial Services. No compensation was provided for this testimonial.