InvestmentNews has recognized Heritage Financial Consultants as one of their 2020 Best Places to Work for Financial Advisers. The InvestmentNews list ranks the top 75 firms nationally based on employer and employee surveys, evaluating company culture, benefits, career paths and more. Heritage is proud to be ranked within the top 25 firms.
The InvestmentNews award recognizes Heritage’s dedication to creating an environment for our advisers to excel. John McCarthy, partner, emphasizes that it is Heritage’s employees that are the company’s most important assets. “We have built an incredible culture at HFC and we believe that culture is one of the many things that makes it special to work at our firm. The success of our clients is our primary goal and we are excited to continue to provide the best place for our advisers to reach that goal. We have built a firm that wants the staff to stay connected among all our offices we have and created a work environment where everyone thrives and wants to help each other grow professionally.”
The strong workplace culture at Heritage allows our employees to reach their goals. George Moriarty, InvestmentNews chief content officer, said the honorees are “role models to the industry, in that they empower advisers to focus on delivering exceptional services to their clients.”