HERITAGE FINANCIAL SERVICES

Name: HERITAGE FINANCIAL SERVICES
Address: 100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090, westwood, MI, US
Telephone: (781) 255-0214
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Westwood, Michigan

📍 100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090, Westwood, Michigan

📞 (781) 255-••••

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📍 100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090, Westwood, Michigan

About HERITAGE FINANCIAL SERVICES

HERITAGE FINANCIAL SERVICES is a financial advisor located in Westwood, Michigan. As a local financial advisor, they serve Westwood and surrounding communities in Michigan. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Westwood should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Michigan securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Westwood

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Westwood may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Westwood

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Westwood?

Financial Advisors in Westwood typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Westwood?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 0 financial advisors in Westwood to choose from.

Does HERITAGE FINANCIAL SERVICES offer free quotes?

Contact HERITAGE FINANCIAL SERVICES directly to ask about free estimates. You can also request a quote through ProHorizon.