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Heritage Financial Services Honored on Barron's 2021 Top Advisors List News provided by Share this article Share this article WESTWOOD, Mass., March 16, 2021 /PRNewswire/ -- Heritage Financial Services is proud to announce that its Founder and CEO, Chuck Bean, and the firm have once again been recognized on Barron's 2021 Top Advisor Rankings by State, a list of the top 1,200 wealth advisors in the nation. Of the top 30 advisors ranked in Massachusetts, Heritage Financial placed #13. This is the 8 th consecutive year and 9 th year of recognition on this list. "We are thrilled to continue to b...
Westwood, Massachusetts-based Heritage Financial Services is proud to announce that its Founder and CEO, Chuck Bean, and the firm have once again been recognized as one of America's top wealth advisors. They climbed to the #2 rank on the Massachusetts statewide Forbes 2021 Best-In-State Wealth Advisors list developed by SHOOK Research.