HERITAGE FINANCIAL SERVICES - Financial Advisor in Massachusetts, Westwood

Tel: 781-255-0214 100 Lowder Brook Drive Suite 1000 Westwood, Massachusetts 02090

About HERITAGE FINANCIAL SERVICES

HERITAGE FINANCIAL SERVICES is a Westwood, Massachusetts based financial advisory firm with nearly $2,499,708,338 in assets under management and provides investment advisory services for 5806 clients. There are currently 44 financial advisors at the firm.

General Information

Firm CRD#:

127268

Firm SEC#:

801-64494

Assets Under Management:

$2,499,708,338

No. of Clients:

5806

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM

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