<p>, /PRNewswire/ -- <strong>Heritage Financial Services</strong> 很荣幸其创始人兼董事长 Chuck Bean 以及公司再次被评选为《巴伦周刊》美国前 100 名独立顾问之一，排名第 43！</p>
<p>这是连续第 15 年以及总共第 16 年进入这一享有盛誉的顾问名单。</p>
<p>“我们的团队再次被《巴伦周刊》认可为美国前 100 名独立财务顾问之一，这是一种难以置信的荣誉，” Chuck Bean 说。“随着我们在十月迎来 30 周年纪念，我们的独立性使我们能够保持灵活，迅速适应行业变化，满足客户不断变化的财富管理需求。我对我们的客户和专业同事持续的信任与合作深表感激，并衷心感谢整个 Heritage 团队的卓越工作和奉献。”</p>
<p>Heritage Financial 是一家独立的财富管理公司，为全国客户管理超过 30 亿美元的资产。公司在马萨诸塞州的 Westwood、Woburn 和 Rockland 设有实体办公室。</p>
<p>该排名反映了所管理资产的规模、产生的收入以及顾问实践的质量。未为此排名的名次支付任何补偿。已支付补偿以获得使用奖项徽标的权利和访问高级网站功能的权利。根据截至 2025 年 6 月 30 日的数据，于 2025 年 9 月 13 日颁发。</p>
<p><strong>关于 Heritage Financial Services, LLC:</strong> Heritage Financial 专注于为全国富裕家庭提供个性化的财务建议和经验丰富的投资管理。以团队合作、诚信和卓越为核心价值观，Heritage 团队与客户及其其他可信赖顾问建立终身关系，帮助简化、组织并增强他们复杂的财务生活中的信心。</p>
<p><strong>媒体联系：</strong>[email protected]</p>
<p>电话: 781-619-1349</p>
<p>www.heritagefinancial.net</p>
<p>来源 Heritage Financial Services</p>
<p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjUwOTE2Jk5ld3NJdGVtSWQ9TkU3NDIyNyZUcmFuc21pc3Npb25fSWQ9MjAyNTA5MTYwNjMwUFJfTkVXU19VU1BSX19fX19ORTc0MjI3?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjUwOTE2Jk5ld3NJdGVtSWQ9TkU3NDIyNyZUcmFuc21pc3Npb25fSWQ9MjAyNTA5MTYwNjMwUFJfTkVXU19VU1BSX19fX19ORTc0MjI3"/></p>

Heritage金融银行

<p>Heritage Financial Services 被评选为巴伦周刊（Barron's）百大独立顾问之一，排名全国第 43 位。这是该公司连续第 15 年入选该名单。创始人兼董事长 Chuck Bean 对这一认可表示感谢，并强调了公司在即将迎来 30 周年之际的适应能力和对客户需求的承诺。Heritage Financial 管理着超过 30 亿美元的资产，强调为富裕家庭提供个性化的财务建议和投资管理</p>

<p>, /PRNewswire/ -- <strong>Heritage Financial Services</strong> is honored that its Founder and Chairman, Chuck Bean, and the firm have once again been recognized as one of Barron's Top 100 Independent Advisors in the country-ranking #43 in the nation!</p>
<div class="lb-trans"><p>, /PRNewswire/ -- <strong>Heritage Financial Services</strong> 很荣幸其创始人兼董事长 Chuck Bean 以及公司再次被评选为《巴伦周刊》美国前 100 名独立顾问之一，排名第 43！</p>
</div><p>This is the 15th consecutive year and 16th year overall making this prestigious list of advisors.</p>
<div class="lb-trans"><p>这是连续第 15 年以及总共第 16 年进入这一享有盛誉的顾问名单。</p>
</div><p>&#34;It is an incredible honor for our team to once again be recognized by Barron's as one of the Top 100 Independent Financial Advisors in the country,&#34; said Chuck Bean. &#34;As we approach our 30th anniversary this October, our independence has allowed us to remain nimble, adapt quickly to industry changes, and fulfill the evolving wealth management needs of our clients. I am deeply grateful to our clients and professional colleagues for their continued trust and partnership, and I sincerely appreciate the exceptional work and dedication of the entire Heritage team.&#34;</p>
<div class="lb-trans"><p>“我们的团队再次被《巴伦周刊》认可为美国前 100 名独立财务顾问之一，这是一种难以置信的荣誉，” Chuck Bean 说。“随着我们在十月迎来 30 周年纪念，我们的独立性使我们能够保持灵活，迅速适应行业变化，满足客户不断变化的财富管理需求。我对我们的客户和专业同事持续的信任与合作深表感激，并衷心感谢整个 Heritage 团队的卓越工作和奉献。”</p>
</div><p>Heritage Financial is an independent wealth management firm managing over $3 billion in assets for clients nationwide. Physical offices are located in Westwood, Woburn, and Rockland, MA.</p>
<div class="lb-trans"><p>Heritage Financial 是一家独立的财富管理公司，为全国客户管理超过 30 亿美元的资产。公司在马萨诸塞州的 Westwood、Woburn 和 Rockland 设有实体办公室。</p>
</div><p>The ranking reflects the volume of assets overseen, revenues generated, and the quality of the advisors' practices. No compensation has been provided for placement on this ranking. Compensation has been provided for the right to use the award logo and to access premium website features. Awarded September 13, 2025 based on data as of June 30, 2025.</p>
<div class="lb-trans"><p>该排名反映了所管理资产的规模、产生的收入以及顾问实践的质量。未为此排名的名次支付任何补偿。已支付补偿以获得使用奖项徽标的权利和访问高级网站功能的权利。根据截至 2025 年 6 月 30 日的数据，于 2025 年 9 月 13 日颁发。</p>
</div><p><strong>About Heritage Financial Services, LLC:</strong> Heritage Financial is focused on providing personalized financial advice and experienced investment management to affluent families nationwide. Driven by 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.</p>
<div class="lb-trans"><p><strong>关于 Heritage Financial Services, LLC:</strong> Heritage Financial 专注于为全国富裕家庭提供个性化的财务建议和经验丰富的投资管理。以团队合作、诚信和卓越为核心价值观，Heritage 团队与客户及其其他可信赖顾问建立终身关系，帮助简化、组织并增强他们复杂的财务生活中的信心。</p>
</div><p><strong>Media Contact:</strong>[email protected]</p>
<div class="lb-trans"><p><strong>媒体联系：</strong>[email protected]</p>
</div><p>Phone: 781-619-1349</p>
<div class="lb-trans"><p>电话: 781-619-1349</p>
</div><p>www.heritagefinancial.net</p>
<div class="lb-trans"><p>www.heritagefinancial.net</p>
</div><p>SOURCE Heritage Financial Services</p>
<div class="lb-trans"><p>来源 Heritage Financial Services</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjUwOTE2Jk5ld3NJdGVtSWQ9TkU3NDIyNyZUcmFuc21pc3Npb25fSWQ9MjAyNTA5MTYwNjMwUFJfTkVXU19VU1BSX19fX19ORTc0MjI3" alt="" original-src="https://rt.prnewswire.com/rt.gif?NewsItemId=NE74227&amp;Transmission_Id=202509160630PR_NEWS_USPR_____NE74227&amp;DateId=20250916"/></p>

HERITAGE 金融银行 - BARRON'S 评选的百强独立顾问之一