What are the opening hours?

Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 4pm

Heritage Financial Services

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Westwood, MA
Heritage Financial Services

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Heritage Financial joined Savant Wealth Management on 2/27/2026. Savant Wealth Management is a Registered Investment Advisor. Learn more at savantwealth.com.

The Heritage page is open to the public, and people “liking” it may include employees, family members and clients. By “liking” the page, no person is explicitly or implicitly endorsing or recommending Heritage nor any of its employees, products or services.

09/24/2026

As Heritage Financial's transition to Savant Wealth Management nears completion, our social media pages will be retired at the end of the month. Thank you for following us and being part of our journey!

We look forward to staying connected with you through Savant Wealth Management, where we'll continue sharing timely updates, educational insights, event information, and resources to help you stay informed.

09/22/2026

Did you take a new job recently? If so, you may be wondering what to do with your old 401(k) account. Before you make any decisions, be sure to do your homework first.

🔗: https://hubs.ly/Q04xVMLk0

As Heritage Financial's transition to Savant Wealth Management nears completion, our social media pages will be retired at the end of the month. Thank you for following us and being part of our journey!

We look forward to staying connected with you through Savant Wealth Management, where we'll continue sharing timely updates, educational insights, event information, and resources to help you stay informed.

09/17/2026

𝗦𝗵𝗼𝘂𝗹𝗱 𝗬𝗼𝘂 𝗜𝗻𝗰𝗹𝘂𝗱𝗲 𝗮𝗻 𝗘𝘅𝗽𝗲𝗰𝘁𝗲𝗱 𝗜𝗻𝗵𝗲𝗿𝗶𝘁𝗮𝗻𝗰𝗲 𝗶𝗻 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗣𝗹𝗮𝗻? For many successful savers approaching retirement, this question becomes increasingly relevant.

🔗: https://hubs.ly/Q04xtmMZ0

As Heritage Financial's transition to Savant Wealth Management nears completion, our social media pages will be retired at the end of the month. Thank you for following us and being part of our journey!

We look forward to staying connected with you through Savant Wealth Management, where we'll continue sharing timely updates, educational insights, event information, and resources to help you stay informed.

09/15/2026

𝗔 𝗚𝗼𝗼𝗱 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗜𝘀𝗻’𝘁 𝗔𝗹𝘄𝗮𝘆𝘀 𝗪𝗼𝗿𝘁𝗵 𝗣𝘂𝗿𝘀𝘂𝗶𝗻𝗴 One lesson that becomes easier to appreciate with experience is that a financial strategy can be technically sound and still not be worth pursuing.

🔗: https://hubs.ly/Q04x9rpP0

09/10/2026

Retirement taxes can be more complicated than many people expect. A withdrawal from one account could affect Medicare premiums, Social Security taxation, or your overall tax picture in ways that aren't immediately obvious.

Explore some of the hidden tax traps that can catch retirees off guard and strategies to help you plan ahead.

🔗: https://hubs.ly/Q04x7wc_0

09/08/2026

Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.

🔗: https://hubs.ly/Q04wXST00

09/03/2026

Learn how an HSA may offer tax advantages, help fund future medical costs, and support health care expenses in retirement.

🔗: https://hubs.ly/Q04wBY9y0

09/01/2026

Learn how to assess whether your financial plan is working by looking beyond probability of success to flexibility, assumptions, and real-life goals.

🔗: https://hubs.ly/Q04w3Hd30

08/27/2026

Estate planning can help families clarify roles, support siblings, and avoid placing too much responsibility on one adult child.

🔗: https://hubs.ly/Q04vxJcp0

08/20/2026

𝗛𝗼𝘄 𝘁𝗼 𝗥𝗲𝗰𝗿𝗲𝗮𝘁𝗲 𝗬𝗼𝘂𝗿 𝗣𝗮𝘆𝗰𝗵𝗲𝗰𝗸 𝗶𝗻 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 Learn why retirement income planning matters and how to create a strategy for withdrawals, taxes, Social Security, and lasting income.

🔗: https://hubs.ly/Q04tKDPG0

Address

100 Lowder Brook Drive, Ste 1000
Westwood, MA
02090

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 4pm

Telephone

+17812550214

Website

http://heritagefinancial.net/contact-us

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