Summary
Heritage Financial Services
Founded in 1990
Description
Heritage Financial Services offers comprehensive wealth management services including financial planning, investment management, and estate planning.
Strengths
- Heritage Financial Services has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
- Revenue growth is more steady than the industry average
- Since Heritage Financial Services was founded, the company has grown faster than the industry average
Weaknesses
- Web traffic rankings are worse than the industry average
Annual Revenue
Heritage Financial Services's annual revenue
$19461000
Based on Kona Equity data
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Revenue per employee
$778440
-
Variance of revenue growth
0.0
-
Annual revenue growth since founding
$572382
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Revenue growth rate from first known quarter to current
8.0%
Employee Count
25 employees
-
Employee growth rate from first known quarter to current
-2.9%
Executives
Sammy Azzouz
President
s**@heritagefinancial.netEdward Jastrem
Director, Financial Planning
e**@heritagefinancial.netMichele Caccamise
Director, Marketing
m**@heritagefinancial.netRic Zaenglein
Director, Marketing
r**@heritagefinancial.netMatthew Carron
Senior Manager, Wealth
m**@heritagefinancial.netMichael Waldron
Portfolio Manager
m**@heritagefinancial.netJoe Ingram
President & Owner
j**@heritagefinancial.netCandice Millard
President
c**@heritagefinancial.netJack Finch
Paraplanner
j**@heritagefinancial.netAndreane Bolduc
Research Analyst
a**@heritagefinancial.netKaren Keefe
Director, Operations
k**@heritagefinancial.netEmma Zailskas
Service Operations Associate
e**@heritagefinancial.netChristopher Ruta
Wealth Advisor
c**@heritagefinancial.netJennifer Watson
Manager, Compliance
j**@heritagefinancial.netKristin Castner
Chief Marketing Officer
k**@heritagefinancial.netNeil Christian
Senior Manager, Wealth
n**@heritagefinancial.netJames Ribero
Operations Associate
j**@heritagefinancial.netG Score - 6
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
- G5 Variance of revenue growth is less than the industry average
- G6 Annual revenue growth since founding is higher than the industry average.
Web Analysis
-
Rank
4.11 M
Location
Unlock unlimited leads
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Key Information
- Name: Heritage Financial Services
- Category: Investment management
- Industry: Financial Planner
- SIC: 73; 738
- NAICS: 561; 56
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By City Westwood Small Financial Planner in Westwood Mid-size Financial Planner in Westwood Investment management in Westwood Small Investment management in Westwood Mid-size Investment management in Westwood
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By State MA Small companies in MA Investment management in MA Small Investment management in MA Mid-size Investment management in MA Small Financial Planner in MA Mid-size Financial Planner in MA
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Firmographic data G Score of 6 Founded in 1990 SIC: 73 SIC: 738 NAICS: 561 NAICS: 56 #Investment Banking #Finance
Frequently Asked Questions
Heritage Financial Services's headquarters are located at 100 Lowder Brook Dr, Ste 1000 Westwood, MA 02090.
Heritage Financial Services's official website is heritagefinancial.net
Heritage Financial Services's annual revenue is $19.5 M.
Heritage Financial Services's SIC: 73; 738
Heritage Financial Services's NAICS: 561; 56.
Heritage Financial Services has 25 employees
Heritage Financial Services is in the industry of Investment management.
