formerly Prospect.

Heritage Financial Services, LLC

Website

Employee count

Industry

Financial Services

Headquarter

Westwood, Massachusetts, United States

Employees

Barbara Faron

Executive Assistant

Chris Ruta, CPA, CFP®

Wealth Advisor

Kristin Castner

Chief Marketing Officer

Sammy Azzouz, JD, CFP®

President and CEO

Michele Caccamise

Director of Marketing

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