Heritage Financial Services, LLC Employee Directory

Q: What is Heritage Financial Services, LLC known for?

Heritage Financial Services, LLC was founded in 1995. Heritage Financial Services, LLC operates in the Financial Services industry.

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

Heritage Financial Services, LLC's key employees include: President And Ceo: S. A., Ceo: R. C., Chief Operating Officer: M. M., Chief Planning Officer: E. J., Chief Investment Officer: B. W..

Financial ServicesMassachusetts, United States51-200 Employees

Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to affluent families nationwide for more than 25 years. 

We meticulously coordinate and manage all aspects of our clients’ wealth, retirement, and financial security. Driven by our core values of teamwork, integrity, and excellence, the Heritage team builds lifelong relationships with clients and their other trusted advisors to help simplify, organize, and instill confidence in their often-complex financial lives.

Physical offices are located in Westwood, Woburn, and Rockland, Massachusetts.

No content or engagement with our content should be interpreted as a testimonial or endorsement of our firm.

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

Heritage Financial Services, LLC Global Highlights

North America
84

United States Of America
84

Africa
2

Zimbabwe
1
Namibia
1

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. M.
Chief Operating Officer
Mobile Phone
Email
E. J.
Chief Planning Officer
Mobile Phone
Email
B. W.
Chief Investment Officer
Mobile Phone
Email
M. C.
Chief Marketing Officer
Mobile Phone
Email
J. W. I.
Chief Compliance Officer & Director Of Hr
Mobile Phone
Email
K. C.
Chief Business Development Officer
Mobile Phone
Email
E. S.
Chief Operating Officer
Mobile Phone
Email

Heritage Financial Services, LLC Employee Metrics

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50%

0%

2026

2025

Banking
Business
Community & Social Services
Entrepreneurship
Finance
Other

Contact profiles from Heritage Financial Services, LLC

Name

Title

Contact Info

Location

Last Update

J. F.
Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2025
D. W.
Client Service And Operations Analyst
Mobile Phone
Email
United StatesMassachusetts
Jan 27, 2026
L. V.
Client Services Associate
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2025
B. J.
Administrative Assistant-Part Time
Mobile Phone
Email
United StatesNebraska
Oct 21, 2025
D. B.
Executive Assistant
Mobile Phone
Email
United StatesMassachusetts
Nov 12, 2025
D. S.
Client Services Associate
Mobile Phone
Email
United StatesMassachusetts
Oct 20, 2025
E. Z.
Compliance Associate
Mobile Phone
Email
United States
Nov 19, 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

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 59 employees as of February 2026. These team members are located across 4 continents, including North AmericaAfricaEurope.

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

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

Ceo: R. C.
Chief Operating Officer: M. M.
Chief Planning Officer: E. J.
Chief Investment Officer: B. W.
Chief Marketing Officer: M. C.

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