06:30 ET HERITAGE FINANCIAL - A BARRON'S TOP 100 INDEPENDENT ADVISOR
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Heritage Financial Services has been recognized as one of Barron's Top 100 Independent Advisors, ranking #43 in the nation. This marks the 15th consecutive year the firm has made the list. Founder and Chairman Chuck Bean expressed gratitude for the recognition and highlighted the firm's adaptability and commitment to client needs as they approach their 30th anniversary. Heritage Financial manages over $3 billion in assets and emphasizes personalized financial advice and investment management for affluent families.
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