Gregory E. Heldman,  CFP<sup>&reg;</sup> - Financial Advisor

Gregory E. Heldman, CFP®

CPA/PFS,

Principal

EHC Wealth Advisors LLC

130 E Epler Ave, Ste A
Indianapolis, IN 46227
FINANCIAL ADVISOR'S WEBSITE

General

Gregory Heldman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at EHC Wealth Advisors LLC in Indianapolis, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC Investment advisor services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Limited Partnerships, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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