Honesty- Integrity- Expertise
Heffernan Financial Services, a Division of Heffernan Insurance Brokers, advises individuals, corporations and endowments. Founded in 1991, we specialize in integrated financial advice and offer a full array of in-house services that include investment advisory, assistance with corporate retirement plan design & implementation, estate & financial planning, nonprofit consulting and cash management.
We are committed to educating our individual and corporate clients on all aspects of the planning process which inevitably leads to prudent and meaningful strategies OR plans. The services we offer are delivered through our disciplined goals based process which serves as the cornerstone of our practice. We offer our clients a documented proven process to identify, qualify and quantify their objectives while consistently evaluating the overall results. Our success is measured in terms of our clients reaching their objectives.