QUALIFICATIONS

VINCENT SERRATORE, PRESIDENT & CEO

Vincent Serratore is founder, Chief Executive Officer (CEO), and President of Heritage Financial Group, Inc. He has appeared on talk radio shows and broadcasts for major investment institutions around the country.

Mr. Serratore’s practice has focused around assisting Corporations, Physicians, Executives and Individuals on money management and proper financial planning. His area of concentration includes retirement planning, estate planning, wealth management and business consulting.  Vincent has conducted over 600 seminars to individuals and corporations including; City of Boston Pension Fund, General Federation of Woman’s Club of Massachusetts, the Retired Teacher’s Union, and the Massachusetts Teacher’s Association.

 Vincent is a graduate of Bryant University, where he majored in both Economics and International Studies. He has used his economic acumen to benefit not only his clients, but also the  community assisting non-profit organizations and charities raise funds for there foundations.
 
 Vincent is the son of two retired immigrant parents who currently reside in Norwood, MA. He resides in Walpole with his wife Denise, who is a Doctor at the Beth Israel Deaconess Hospital in Boston. Vincent enjoys cooking, exercising and playing golf when he isn’t helping his clients obtain financial independence.

 

Christopher Grande, MSIM Managing Partner

 

Christopher Grande, MSIM is Managing Partner at Heritage Financial Group, Inc. He helps oversee all areas of the firm including workplace benefits, personal financial planning and wealth management, and estate planning.
 
Chris has developed and customized retirement plans, insurance benefits, and developed workplace education programs for various organizations including professional practices, non-profits, government organizations, unions, and corporations.
 
Chris has developed comprehensive financial plans for individuals including corporate executives, business owners, physicians, dentists, attorneys, engineers, software professionals, real estate agents, and other professionals. He also has extensive planning experience helping retirees with real estate transition planning and helping clients organize their assets and finances with a holistic wealth management process.
 
Christopher Grande has offered and led courses in various financial topics at Bunker Hill Community College, The Tufts Institute for Lifetime Learning (formerly TULIR), and various local senior organizations, corporations, school systems, and other public forums. He received his Masters Degree in Investment Management from Boston University graduating with high honors. He earned his dual undergraduate degree in Economics and History from Tufts University. He also completed the CFP Certification Professional Education Program from the College for Financial Planning. He serves locally on the Medford Council on Aging Board of Directors and lives in the Boston area.