Heffernan Financial Services offers products and services to help people and businesses keep the money they’ve earned, help their money grow, and ultimately protect it for the future.
Offering retirement solutions for corporations and non-profit organizations, money management and insurance, Heffernan Financial Services provides the analysis, expertise, and client support needed to foster the long-term client relationships we are proud to have earned. From executives to non-profit and for-profit organizations, Heffernan Financial Services serves all types of clients nationwide.
Our goal is your plan’s success - an efficiently managed retirement vehicle that helps corporations and non-profit organizations attract and retain its valuable employees. We view a successful plan as one that has both high participation and high deferral percentage.
Heffernan Financial Services is a full service financial advisory services firm offering strategies and solutions for corporations, foundations and individuals. Privately held, the firm won PlanSponsor Magazine’s Retirement Plan Adviser Team of the Year award in 2015*. We are proud to have been named the second best company to work for in the San Francisco Bay Area (SF Business Times 2008, 2009 and 2010 survey). Our dedicated team with sole focus on retirement plans has over sixty years of experience in consulting and advisory services.
*Nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Advisors who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.