Concord Atlantic

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.

SpecialtiesBuild a professional relationship geared towards helping people meet the challenges of their financial life. My commitment is to help people find financial confidence and develop a step by step strategy to support their objectives.

At Garon Financial, we believe there is a better way to do financial planning. A more personal way where clients are earned and valued. We don't push certain products because we're told to. We don't report to shareholders or have monthly quotas.