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For Generations to Come

From accumulating to preserving to transferring your wealth, we're here for you and your family today, tomorrow, and the next generations.

We’re celebrating our 25th Anniversary in 2017. Heritage Financial Partners has built a reputation by managing our clients’ finances through two recessions, four financial crises and two major market collapses. Our proactive risk management style of investing seeks to reduce the discomfort of market volatility without abandoning your investment plan. This helps to navigate a smoother, less bumpy road for our clients to reach and enjoy their retirement years.

It is common for families to have three generations working with us. From saving to buy a first home, through saving for college costs to retirement, Social Security and Medicare we help clients prepare for life’s milestones and risks.

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