About My Practice
The mission of Larry Heller & Associates is to provide you the financial strategies and advice to help you achieve your lifetime goals and peace of mind. We believe that making smart financial choices impacts the quality of your life, and that sound financial planning is not solely about money and investments. It is equally impacted by concerns about family and quality of life. Larry Heller & Associates prides itself on its ability to provide comprehensive financial planning and wealth management servicees custom tailored to meet the needs of the individual. As an independent fee based planning firm, we are able to objectively provide clients with all the financial resources they need to achieve their goals. We help you develop a long-term, diversified, tax-efficient investment plan tailored to your situation and monitor it to make sure it continues to meet your needs. We also help you decide the best way to implement your investment plan.
Larry Heller, CFP®, CPA, has been helping obtain their financial objective and secure their retirment for over 20 years. Larry has appeared on television, as an industry expert, on CNN-fn and on Fox's "Good Day, New York". He also has written articles’ or been quoted in financial publications such as the "Wall Street Journal", the "Journal for Financial Planning" and "Bloomberg's WealthManager" where the firm was named one of the top 500 wealth managers nationwide.
Larry is a member of the Alliance for Wealth Management, a think tank comprised of financial advisors that meets monthly to discuss investment strategies, planning opportunities, and a host of current issues impacting clients. They have recently published a book titled "Creating Prosperity, the Art of Integrating Individual Values and Financial Planning".
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: NY,NJ, Health/disability insurance: NY,NJ, Fixed annuities: NY,NJ, Variable annuities: NY,NJ
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
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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