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Home > Financial Planner Directory > New York > Melville > Lawrence Heller, CFP®, CPA

Lawrence Heller, CFP®, CPA

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Larry Heller & Associates

445 Broadhollow Road

Ste 208

Melville, NY 11747

Phone: (631) 293-2806

Fax: (631) 293-2726

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Asset Allocation
Estate Planning
Investment Management
Employee Benefits
Life Planning
Retirement
Long-term Care
Sudden Wealth

How Planner Charges

N/A

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

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