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Alexia Assaf

Paraplanner at Heritage Financial Services

  • LinkedIn

In January of 2023, I graduated Finance major concentrated in Personal Financial Planning with a minor in Law from Bentley University. In the ongoing semester, I am working towards comple...

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HERITAGE FINANCIAL SERVICES

HERITAGE FINANCIAL SERVICES

  • description Description
    Based in the Greater Boston area, Heritage Financial Services is an independent advisory firm that has been providing personalized financial advice and experienced investment management to af...

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  • Employees count Employees 11-50
  • Revenue Revenue 50 Million to 100 Million
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Heritage Financial Services Org Chart and Mapping

Employees

Lori Vacaro

Client Services Associate

Brian Gibbs

President, Senior Financial Consultant

Tim Brungardt

Insurance & Investment Advisor Representative

Brendan Shea

Associate Financial Planner

Michael Waldron

Director of Portfolio Management. Partner. Investment Committee Member.

Frequently Asked Questions Regarding Alexia Assaf

Answer: Alexia Assaf works for Heritage Financial Services as Paraplanner

Answer: Alexia Assaf’s role in Heritage Financial Services is Paraplanner

Answer: Alexia Assaf's email address is a***@gmail.com

Answer: Alexia Assaf's business email address is a****@heritagefinancial.net

Answer: Alexia Assaf’s direct phone number is (***)-***-****

Answer: Alexia Assaf works in the industry of: Financial Services

Answer: Alexia Assaf is the current Paraplanner at Heritage Financial Services.... Read More

Answer: Alexia Assaf works Heritage Financial Services located at 100 Lowder BRK Dr Ste 1000, Westwood, , 2370, Massachusetts, United States

Answer: Heritage Financial Services's Paraplanner is Alexia Assaf

Answer: Alexia Assaf contact details:

  • Phone number  :  (***)-***-****
  • Email  :  a****@heritagefinancial.net

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