Boston Financial Management

Boston Financial Resources is a financial services firm based in Boston, MA, specializing in providing personalized wealth management solutions to individuals and businesses. With a focus on financial planning and investment strategies, the company assists clients in achieving their long-term financial goals through tailored advice and guidance. Generated from their business information

Heritage Partners is one of the leading private investment firm specializing in the acquisition and equity-based recapitalization of private, family owned businesses. Since 1987, the Partners have assembled a diversified portfolio of nearly 50 investments with revenues in the billions of dollars. Heritage Partners portfolio is divided into three funds, the Heritage Fund I, Heritage Fund II and Heritage Fund III. The firm's fundamental objective is to invest preferred and common stock, on a minority or majority basis, in mature, successful companies with revenues of $50 to $500 million. Industries of particular interest include healthcare, consumer products, food and beverage, distribution, light manufacturing and media. Heritage Partners is headquartered in Boston.