Jim Scally
Managing Partner at Heritage Financial Services, LLC
- Role
- Managing Partner at Heritage Financial Services, Llc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jim Scally
Independent Fee-Based Investment Management and Financial Planning For…
Experience
Managing Partner
Heritage Financial Services, Llc
Jun 1997 — Present · Woburn and Westwood, MA, US
Conduct personalized review meetings with my clients on a regular basis, review client income tax returns to assist in mitigating income taxes, comprehensive performance reporting on all accounts (including their outside company retirement plans), collaborate and coordinate with clients other trusted advisors
Education
Bentley University
Bachelor of Science (BS), Finance
1992 — 1996
College for Financial Planning
Financial Planning and Services
2012
Skills
- Insurance
- Investments
- Personal Financial Planning
- Asset Allocation
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Certified Financial Planner
- Investment Advisory
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