HERITAGE FINANCIAL SERVICES

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

About HERITAGE FINANCIAL SERVICES

HERITAGE FINANCIAL SERVICES, formally registered with the SEC as HERITAGE FINANCIAL SERVICES. The firm was established in 07/19/2005. They have over 3 offices throughout the country.

HERITAGE FINANCIAL SERVICES is a Westwood, Massachusetts based Financial Planning firm with nearly $2,499,708,338 assets under management, offering retirement planning & investment advisory services to 5806 clients. The firm is staffed with 44 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127268
SEC#	801-64494
Assets Managed by Firm	$2,499,708,338
No. of Clients	5806
No. of Advisors	44

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	5806	$2,499,708,338
Individuals (other than high net worth individuals)	504	$288,162,342
High net worth individuals	697	$2,202,733,463
Charitable organizations	1	$378,671
Corporations or other businesses	3	$8,433,862

More Retirement Planning firms in Westwood, Massachusetts:

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FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

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