Heritage Harbor Financial Associates

CONNECT

Address:

106 Crystal Brook Hollow Rd
Port Jefferson Station, NY 11776

Phone:

(631) 331-6599

Scott Zambelli, CLTC, LUTCF

Scott Zambelli, CLTC, LUTCF

Scott has been in the financial services industry with MetLife for over 28 years. Scott offers his clients comprehensive financial, estate and elder care strategies. His alliances with his colleagues in accounting and estate/elder care offers clients a holistic approach in a seamless process. Scott has earned the Certified in Long Term Care designation, and participates in many special programs within MetLife, dedicated to assisting clients. Scott sits on the Board of Directors for the Suffolk County Police Athletic League.

 

California Insurance License #: 0L33945


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (631) 331-6599 Ext. 12
Fax (631) 331-6134
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck