Heritage Harbor Financial Associates can help you identify and plan for your financial objectives by creating strategies to reach those goals. We help investors just like you to develop and implement financial solutions. 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.

     At Heritage Harbor Financial Associates, 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. To help provide strategies for your financial needs, we gather significant facts about your financial situation and goals, analyze this data, and prepare a financial solutions which include recommendations on how to meet your personal financial goals. Then, we tailor our services to meet your needs.



106 Crystal Brook Hollow Rd

Port Jefferson Station, NY 11776