Heritage Financial Services, LLC

$536,500 PPP Loan in Westwood, Massachusetts

Loan Details

Loan Number
9052537003
Date Approved
Apr 9, 2020
Loan Status
Paid in Full
Initial Approval
$536,500
Current Approval
$765,200
Forgiveness Amount
$769,871
Forgiveness Date
Feb 16, 2021
Term
24 months
Draw
First Draw

Business Information

Business Name
Heritage Financial Services, LLC
Address
100 Lowder Brook Dr
ZIP Code
02090-1124
Business Type
Limited Liability Company(llc)
Industry (NAICS)
Finance and Insurance (523991)
Business Age
Existing or more than 2 years old
Jobs Reported
34
Estimated Revenue
$17.5M
Rural/Urban
Urban
Congressional District
MA-08

Loan Use Breakdown

Payroll
$765,200

Lender Information

Servicing Lender
Needham Bank
Originating Lender
Needham Bank

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