The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

67. Heritage Financial Services

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Heritage Financial Services, based in Westwood, Massachusetts, is ranked No. 67 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $3.1 billion
Accounts Under Management: 1,287
Years in Business: 30

  • Accepts clients in all 50 states
  • Physical offices in Massachusetts
  • $1.5 million minimum asset threshold

Leadership and Contact Information:
Chuck Bean, founder and chairman
Sammy Azzouz, president and chief executive officer

heritagefinancial.net
100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090
(781) 255-0214

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