Heritage Harbor Financial Associates

CONNECT

Address:

106 Crystal Brook Hollow Rd
Port Jefferson Station, NY 11776

Phone:

(631) 331-6599

Tracy Young

Tracy Young

Financial Consultant

Tracy Young is a Financial Consultant who provides financial strategies for wealth accumulation and preservation, risk management, college and retirement planning.  She works with individuals and small businesses to provide them with a wide array of financial services and financial education to help them meet their short term and long term financial needs.  Her personalized approach helps clients chart a course for financial success and gives them the confidence they need to achieve their goals.

 

Tracy holds FINRA Series 7 & 66 registrations and is licensed as an insurance agent for life, accident & health insurance.  Prior to joining Heritage Harbor Financial Associates, Tracy worked at Metropolitan Capital Advisors, a hedge fund in NYC, for 20 years as Director of Operations responsible for trading and back office operations. She earned her MBA in Finance from Fordham University and received her Bachelor of Science in Accounting from the University of Scranton.  Tracy’s extensive knowledge of the financial markets and her educational background contribute to her expertise.

 

Actively involved in her community, Tracy serves on the board of the Port Washington Children’s Center and coaches youth basketball and volleyball. She resides with her husband and three children in Port Washington.

 

Today, people are finding it hard to save and put money away for things like college planning, their next home and retirement.  No matter what program or strategy you choose, it pays to start saving and planning today.

 

I will help you take control of your financial future.

 

At Heritage Harbor, we begin each client relationship by seeking to understand what makes you unique.  We listen to our clients. We seek to understand your goals and provide financial solutions based on your core values and what is truly important to you.  Our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients.


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 516-355-3350
Mobile Phone 917-747-9312
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