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Home > Financial Planner Directory > New York > Chappaqua > Ann L. Herrero, CFP®, CTFA, CDFA™
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Ann L. Herrero, CFP®, CTFA, CDFA™

Edward Jones

26 S Greeley Ave
Chappaqua, NY 10514
Phone: (914) 238-3137

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Getting Divorced
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.