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Forbes Best-In-State Wealth Advisors 2021 List Thumbnail

Forbes Best-In-State Wealth Advisors 2021 List

We are pleased to announce that for the second year in a row, Larry has been selected for the Forbes Best-In-State Wealth Advisors 2021 list for NY State by SHOOK Research!

"I would like to thank everyone who has helped me achieve the great honor of being selected as part of a small group of recognized top advisors on the Forbes Best-In-State Wealth Advisors list for 2021. I credit this honor to my talented and devoted team, and to our clients who put their trust in me." - Larry Heller, CFP®  

We are a private wealth management and investment advisory firm helping families and individuals nearing retirement to enhance the quality of their lives through complete financial planning. Our team of experienced CFP’s work together to create investment strategies for our clients, allowing them to live their lives with confidence and freedom.  

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!