Heritage Financial Services, LLC

Heritage Financial Services, LLC is a finance institution located at 600 Unicorn Park Drive in Woburn, Massachusetts, United States. The institution specializes in providing meticulous wealth management services for busy and successful individuals who have at least $1 million in investable assets. Their services include detailed financial planning, diversified investment strategies, and thorough oversight by a team of professionals based in their Westwood, Woburn, and Rockland offices.

Clients of Heritage Financial Services have praised the team for their approachability, professionalism, and ability to explain complex financial topics in simple terms. Many clients have expressed trust in the firm to manage their portfolios effectively, especially during challenging times. The institution has been recognized for their strong principles, solid investment strategies, and holistic approach to financial planning.

Heritage Financial Services has received various awards and accolades for their exceptional services, and clients have highlighted their proactive communication, responsiveness to inquiries, and use of technology to keep clients informed. Overall, clients have expressed satisfaction with the personalized, strategic, and detail-oriented approach of Heritage Financial Services, making them a top choice for wealth management.