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Heritage Financial Services Inc
- Financial Services
- Stoneham, MA
About this business
Location details
51 Main St #4, Stoneham, MA, 02180, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We are extremely happy with the service and financial advice we received from our Heritage advisor. We get better than average returns on our investments and he takes a big-picture approach to our financial health, including reviewing and making recommendations on our insurance policies, resulting in a significant savings.
Jonathan is my go-to guy for all financial matters. I have known him for many years, and we have worked together with mutual clients many times. He is truly the best of the best. Highly recommend!!!
Signing up with Heritage Financial is one of the best life decisions I’ve made. From the very beginning, I have experienced their process to be clear, informative, and respectful. I appreciate my brilliant and dedicated advisors and the work that goes on behind the scene on my behalf, by the whole team at Heritage. I value that they present complex information to me articulately and patiently, and that they are available and responsive to all my questions. It’s a relief to know that I have this expert team to help steer me t... read more
Jim Scally is an outstanding advisor as is Joe Waters. Both have been very knowledgeable and very easy to work with. The office staff is also very good. I highly recommend them.
Frequently asked questions about Heritage Financial Services Inc
How is Heritage Financial Services Inc rated?
Heritage Financial Services Inc has a 4.9 star rating with 21 reviews.
When is Heritage Financial Services Inc open?
Heritage Financial Services Inc is closed now. It will open tomorrow at 8:30 a.m.
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