Heritage Financial Services, LLC 100 Lowder Brook Drive, Westwood, MA 02090
About the Business
Heritage Financial Services, LLC is a finance institution located at 100 Lowder Brook Drive in Westwood, Massachusetts, United States. Specializing in wealth management for busy and successful individuals, Heritage Financial offers meticulous financial planning, diversified investment strategies, and personalized oversight by a skilled team of professionals. With offices in Westwood, Woburn, and Rockland, Massachusetts, Heritage Financial provides peace of mind and security during uncertain times. Clients praise the team for their approachability, professionalism, and ability to explain complex financial topics in layman's terms. With a focus on personalized, strategic, and detail-oriented service, Heritage Financial has earned the trust and loyalty of their clients. Recognized for their excellence in financial planning, Heritage Financial is committed to helping clients achieve their financial goals and navigate the challenges of retirement.
Photos
Location & Phone number
100 Lowder Brook Dr Suite 1000, Westwood, MA 02090, United States
Hours open
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"The team at Heritage Financial Services helped us reach our goal of retiring without worry. We have placed our financial health and trust in their professional hands for the last 20 plus years. We can't say enough about their attention to detail and assistance in helping us to understand market drivers and trends. They also helped us to understand how to eventually retire and spend the portfolio that we worked so hard to create over the years. I would highly recommend Heritage to anyone that wants to feel a sense of great trust in their financial advisor...and I have!!"
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