Forbes Best-In-State Wealth Advisors 2024 List

We are pleased to announce that for the third year in a row, Larry has been selected for the Forbes Best-In-State Wealth Advisors 2024 for NY State by SHOOK Research!

“I’m honored to have received this award for the 5th year in a row. It’s all thanks to everyone who has helped me achieve this honor: my talented and devoted team and clients who put their trust in me.” – Larry Heller, CFP®, CDFA®

This quote by R.J. Shook, president and founder of SHOOK Research, speaks to their commitment to sorting through tens of thousands of nominations to identify advisors who add meaning to their clients’ lives:

“If we’re going to recommend advisors to the public, we have to make sure every advisor is high quality and can provide ‘impact.’ When we meet with an advisor in person or on the telephone, we are thinking to ourselves ‘Is this someone that can offer impact, and we would recommend to a friend or family member?’”

Congratulations to Larry!