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Heritage Home Funding and its employees have used Goldberg & Associates for all of our various tax needs for several years. From personal to corporate returns, to both personal and professional advanced tax planning, Marc Schwartz and Goldberg & Associates have been invaluable to our collective financial success. Please contact Marc for all of your accounting needs.

Contact: Marc Schwartz, CPA

Goldberg & Associates
Certified Public Accountants
20 Pickering Street
Needham, MA 02492
781-444-8455 PH
781-444-8455 FX


Contact: Kevin M. Daley, CRPC
Senior Financial Advisor
An Ameriprise Platinum Financial Services practice
Ameriprise Financial

Ameriprise Financial Services, Inc.
275 Wyman Street, Suite 230
Waltham, MA 02451-1200
Office: 781-996-3026 Ex: 4
Fax: 781-996-3029
Toll Free: 877-563-2539 Ex: 4

The employees of Heritage Home Funding have used Kevin for our financial planning needs since our company's inception. Kevin has provided us with the counsel, investing guidance, and advanced financial planning to more than accommodate our needs and goals. A true professional, Kevin is a key asset for all of his clients. Please contact Kevin for all of your financial planning needs.


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28 South Bolton Street, Marlborough, MA 01752 • Phone: 508-480-8822 • Fax: 508-480-8832 • MA License #MB3108 • NMLS Company ID #3108