Lawrence  Heller,  CFP<sup>&reg;</sup> - Financial Advisor

Lawrence Heller, CFP®

CPA

Heller Wealth Management

445 Broadhollow Road, Ste 208
Melville, NY 11747
(631) 293-2806 CONNECT WITH Lawrence
  • facebook link
  • twitter link
  • linkedin link

General

Lawrence Heller is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Heller Wealth Management in Melville, NY 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)

Insurance Licenses

  • Life insurance: NY,NJ
  • Health/disability insurance: NY,NJ
  • Fixed annuities: NY,NJ
  • Variable annuities: NY,NJ

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

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

More

Helpful Financial Planning Resources