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Dennis J. Hebert, CFP® MSFS AEP AIF

Hebert Financial Strategies\Blue Ocean Strategic Capital, LLC

209 Second St
Liverpool, NY 13088
Phone: (315) 234-7526

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

Specialties
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs

 

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.