Heritage Harbor Financial Associates

CONNECT

Address:

106 Crystal Brook Hollow Rd
Port Jefferson Station, NY 11776

Phone:

(631) 331-6599

Our Firm

At Heritage Harbor Financial Associates, we offer an in-depth approach to wealth management that encompasses all aspects of your financial life. Our strength lies in our holistic approach - our ability to see and understand each aspect of your financial life and how they relate to and affect each other, now and in the future.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Our comprehensive process includes:

  • A personal consultation to establish your goals, desires and objectives.
  • Gathering the qualitative and quantitative data that reflects your circumstances.
  • Spending time analyzing the data to understand your personal situation.
  • Developing financial strategies to meet your objectives.
  • Implementing your agreed upon strategies designed to pursue your financial goals.
  • Monitoring, reviewing and adjusting your program as needed on an ongoing basis.

 

We would be happy to meet with you to discuss your investment needs and objectives.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck