elections matter long island financial advisor long island retirement planning

Posted on 11/10/2020 Full size 250 × 375

Post navigation

Published inElections Matter But Life Transitions Are More Important

(631) 878-5117

1500 ROUTE 112 | BUILDING 9

PORT JEFFERSON STA. NY 11776

Fax:(631) 878-5105

Email:info@financialadvisorny.com

Book a Complimentary Strategy Session Today!

Our Services:

Financial Life Planning
Strategic Money Management
Retirement Planning & Beyond
Retirement Income Solutions
Legacy Planning
Special Situations Planning

Home
Our Team
What Drives Us
Our Story
Our Community Involvement

Client Bill of Rights
Services
Our D3 Process
What's Your Risk Number?
HERITAGE CFO

Heritage Insider Weekly
Videos
Blog
Press

CIR Statements
My Wealthscape
Heritage CFO Login
Contact Us

1500 ROUTE 112
BUILDING 9
PORT JEFFERSON STA.
NY 11776

T: (631) 878-5117

F: (631) 878-5105

E:info@financialadvisorny.com

Client Login

IMPORTANT NOTE: Our firm is registered to transact business with clients in Arkansas (AR), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Idaho (ID), Massachusetts (MA), Montana (MT), New York (NY), New Jersey (NJ), Pennsylvania (PA), Virginia (VA), North Carolina (NC), Connecticut (CT), and South Carolina (SC). Our firm holds investment advisor licensing in Arkansas (AR), Florida (FL), Georgia (GA), Idaho (ID), Massachusetts (MA), Montana (MT), New York (NY), Pennsylvania (PA), Virginia (VA), North Carolina (NC), Connecticut (CT), and South Carolina (SC).

Investments & Insurance Products: Are not insured by the FDIC or any federal government agency Are not deposits of or guaranteed by the bank or any bank affiliate May lose Value. Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA (www.finra.org) & SIPC (www.sipc.org) to residents of AR, CA,CO, FL, GA, ID, MA, MT, NY, NJ, PA, VA, NC, CT, SC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Heritage Financial Advisory Group are not affiliated.