What departments does Heritage Financial Services, LLC have?

Heritage Financial Services, LLC has employees across 4 departments including Finance, Business, Operations, Marketing.

What is the largest department at Heritage Financial Services, LLC?

The largest department at Heritage Financial Services, LLC is Finance with 3 employees.

Where are Heritage Financial Services, LLC employees located globally?

Heritage Financial Services, LLC has employees across 3 continents and 4 countries including India, United Kingdom Of Great Britain And Northern Ireland, Netherlands, United States Of America.

How has Heritage Financial Services, LLC's team size changed over time?

Heritage Financial Services, LLC's team has decreased from approximately 53 to 29 employees based on available data.

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.

Heritage Financial Services, LLC Global Highlights

North America
57

United States Of America
57

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
Netherlands
1

Asia
1

India
1

Heritage Financial Services, LLC's Leadership

R. C.
Ceo
Mobile Phone
Email
M. A.
Ceo
Mobile Phone
Email
E. S.
Chief Operating Officer
Mobile Phone
Email
S. A.
Vice President Client Services/Director Prepaid Advisory Service
Mobile Phone
Email
S. M.
President
Mobile Phone
Email
M. W.
Director Of Portfolio Management. Partner. Investment Committee Member
Mobile Phone
Email
A. R.
Small Business Owner
Mobile Phone
Email
M. S.
Director Of Financial Planning
Mobile Phone
Email

Heritage Financial Services, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Entrepreneurship
Finance
Other
Operations

Contact profiles from Heritage Financial Services, LLC

Name

Title

Contact Info

Location

Last Update

E. R. M.
Estate Planning Specialist
Mobile Phone
Email
United StatesMassachusetts
May 11, 2026
B. J.
Administrative Assistant-Part Time
Mobile Phone
Email
United StatesNebraska
Oct 21, 2025
C. R.
Wealth Advisor
Mobile Phone
Email
Oct 22, 2024
C. H.
Client Relations And Marketing Coordinator
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
D. M.
Paraplanner
Mobile Phone
Email
United StatesMassachusetts
May 02, 2024
E. J.
Paraplanner
Mobile Phone
Email
UNITED STATES
Nov 27, 2024
K. F.
Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Jun 08, 2026
R. K.
Financial Advisor
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Heritage Financial Services, LLC known for?

Heritage Financial Services, LLC was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 100 Lowder Brook Drive Suite 1000 Westwood, Massachusetts 02090 United States; you can contact the 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?

Heritage Financial Services, LLC employees' email format typically follows the pattern of . 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?

Heritage Financial Services, LLC has approximately 19 employees as of June 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

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

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

Ceo: R. C.
Ceo: M. A.
Chief Operating Officer: E. S.
Vice President Client Services/Director Prepaid Advisory Service: S. A.
President: S. M.

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Heritage Financial Services, LLC Employee Directory

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