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Heritage Financial Services, LLC Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Heritage Financial Services, LLC is an independent wealth advisory firm based in the Greater Boston area. For more than 30 years, it has provided personalized financial planning and investment management to affluent families nationwide, coordinating all aspects of wealth, retirement, and financial security. Guided by teamwork, integrity, and excellence, the firm aims to build lifelong relationships with clients and their trusted advisors to simplify, organize, and instill confidence in complex financial lives.

In February 2026, Heritage Financial Services joined Savant Wealth Management, a Registered Investment Advisor. The firm is based in Westwood, Massachusetts, and serves a mid-sized team delivering comprehensive wealth-management services to high-net-worth individuals across the United States.

Find Heritage Financial Services, LLC employees' phone numbers or email addresses

Heritage Financial Services, LLC Global Highlights

Location
Employees

North America
48

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  • United States Of America
    48

Heritage Financial Services, LLC's Leadership

  • Director Of Marketing And Compliance at Heritage Financial Services, LLC
    L. J.
    Director Of Marketing And Compliance
    Mobile Phone
  • Wealth Advisor at Heritage Financial Services, LLC
    C. R.
    Wealth Advisor
    Mobile Phone
  • Financial Advisor at Heritage Financial Services, LLC
    R. K.
    Financial Advisor
    Mobile Phone

Heritage Financial Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Entrepreneurship
  • Finance
  • Other
  • Operations
  • Program & Project Management

Contact profiles from Heritage Financial Services, LLC

Name
Title
Contact
Location
Last Update
  • Director Of Marketing And Compliance at Heritage Financial Services, LLC
    L. J.
    Director Of Marketing And Compliance
    Mobile Phone
    Oct 21, 2024
  • Wealth Advisor at Heritage Financial Services, LLC
    C. R.
    Wealth Advisor
    Mobile Phone
    Oct 22, 2024
  • Financial Advisor at Heritage Financial Services, LLC
    R. K.
    Financial Advisor
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Heritage Financial Services, LLC known for?

Minus sign iconPlus sign iconHeritage Financial Services, LLC was founded in 1995 and operates in the Financial Services industry. You can contact Heritage Financial Services, LLC's main corporate office by phone at
+1-360-943-****
. Explore Heritage Financial Services, LLC's company overview page for more information.

What is Heritage Financial Services, LLC's most common email format?

Minus sign iconPlus sign iconHeritage Financial Services, LLC employees' email format typically follows the pattern of FLast@heritagefinancial.net. Trying to find reliable and up-to-date employee contact data? Find more Heritage Financial Services, LLC email formats with LeadIQ.

How many employees does Heritage Financial Services, LLC have currently?

Minus sign iconPlus sign iconHeritage Financial Services, LLC has approximately 18 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Heritage Financial Services, LLC's key employees and leadership?

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As of September 2026, Heritage Financial Services, LLC's key employees include:

  • Director Of Marketing And Compliance: L. J.
  • Wealth Advisor: C. R.
  • Financial Advisor: R. K.

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