Heritage Financial Services Email Formats

Financial Services • Westwood, Massachusetts, United States • 51-100 Employees

Heritage Financial Services Email Formats

Heritage Financial Services uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@heritagefinancial.net), used 57.4% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@heritagefinancial.net	57.4%
{first name}{last name}	johndoe@heritagefinancial.net	37%
{first name}	john@heritagefinancial.net	3.7%
{last name}{last name}	doedoe@heritagefinancial.net	1.9%

Key Contacts at Heritage Financial Services

Chuck Bean

Founder And Chairman

Michael Waldron

Director Of Portfolio Management. Partner. Investment Committee Member.

Michele Caccamise

Chief Marketing Officer

Roxanna Aguirre

Director Of Systems Integrations & Development

Matthew Simoni

Director Of Financial Planning

Joe Ingram

President And Owner

Robert Rodenburg

Owner

Mike Alex

Ceo

Company overview

Headquarters	100 Lowder Brook Drive, Suite 1000, Westwood, MA 02090, US
Phone number	+17812550214
Website	heritagefinancial.net
NAICS	52
SIC	628
Keywords	Tax Planning, Insurance Planning, Private Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning, Investment Management, Legacy Planning, Comprehensive Wealth Management, Business Owner Services
Founded	1995
Employees	51-100
Socials

About Heritage Financial Services

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.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Heritage Financial Services has 35 employees across 11 departments.

Departments

Number of employees

Funding Data

Heritage Financial Services has never raised funding before.

Heritage Financial Services Tech Stack

Discover the technologies and tools that power Heritage Financial Services's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Astra

WordPress themes

Gravity Forms

Form builders

Cookie Control

Cookie compliance

Google Maps

Maps

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery