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Heffernan Financial Services Named to PLANADVISER's 2011 Top 100 Retirement Plan Advisers
SAN FRANCISCO, March 18, 2011 /PRNewswire/ -- Heffernan Financial Services, a division of Heffernan Insurance Brokers, has been named to PLANADVISER's 2011 Top 100 Retirement Plan Advisers and Adviser Teams of the Year based on qualified plan assets under management and number of plans.
The Top 100 list includes 36 Advisers with over $17 billion in retirement plan assets, and 64 Adviser Teams with more than $115 billion in plan assets.
Heffernan Financial Services was included as one of the Top Retirement Plan Advisers among teams with 75 or more plans. Asked about HFS's customer service model, Steve Williams, President, stated, "Our advisers provide a unique perspective designed to assist our clients in developing a prudent investment due diligence, fiduciary risk management, and employee education program."
About Heffernan Financial Services
Heffernan Financial Services, a Division of Heffernan Insurance Brokers, advises individuals, corporations and endowments. Founded in 1991, HFS specializes in integrated financial advice and offers access to a full array of in-house services that include investment advisory, corporate retirement plan design & services, estate & financial planning, nonprofit consulting and cash management.
About Heffernan Insurance Brokers
Heffernan Insurance Brokers, formed in 1988, provides comprehensive insurance and financial services products to a wide range of business and individuals. Headquartered in Walnut Creek, California, Heffernan has additional offices in San Francisco, Petaluma, Palo Alto, Los Angeles, and Orange, California; Portland, Oregon, and Chesterfield, Missouri.
For more information, visit heffgroupfs.com or call 800.829.9996. CA Insurance License #0564249.
John Prichard, Blake Thibault and John Clark are Registered Representatives with, and Securities & Advisory Services are offered through LPL Financial, A Registered Investment Advisor- Member FINRA/SIPC. Heffernan Insurance Brokers and Heffernan Financial Services are separate entities from LPL Financial.
SOURCE Heffernan Financial Services