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HERITAGE FINANCIAL SERVICES

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

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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

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

Firm CRD#:

127268

SEC#:

801-64494

No. of Clients:

5806

Assets under Management

$2,499,708,338

No. of Advisors:

44

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