As a founding member of HF Financial Group, LLC Ed's typical day involves meeting with corporate executives and their key employees, tax clients and their families and individuals to assist them with their financial needs.
Ed stands out as a Financial Advisor in several ways. First, he is a CPA as well as a Financial Advisor and Registered Representative. He therefore has a unique understanding of each client's tax situation as well as the tax consequences of making market adjustments. Secondly, he will create customized financial plans and pricing structures for each client, depending upon their goals, time horizon and risk tolerance. Thirdly, he aims for a long-term relationship by providing a level of ongoing support second to none. Finally, through Avantax Investment ServicesSM he has the support which utilizes the latest technology and strategies to provide the most value for each and every client.
Edward Heller is a graduate of Binghamton University and is an active member of the New York State Society of Certified Public Accountants. He received his Insurance license as well as Series 6, 7 and 63 licences to join Avantax as a Registered Representative and Investment Advisor Representative.