Best Financial Advisory Firm
in New York 2024
By Randy Kaufman and Andrea Greenspan Reprinted with permission from Randy Kaufman. Randykaufman. com© with research assistance from Dustin Lowman, Guitar & Pen Are you walking …
Official Website
Highlights
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In Business Since 2013
Sentiment Analysis
Your ability to pivot and make things happen quickly made many situations less stressful!
Additionally, their investments have been doing really well in his capable hands and they are now able to enjoy their retirement without worry.
I've trusted David for over 20 years to provide financial guidance and portfolio stewardship.
David Edwards and his team are wonderfully knowledgeable and completely trustworthy.
Like an efficient and very capable team leader, Heron Wealth has coordinated with our bookkeeper, CPA, lawyer and another portfolio advisor - organized our investments and expedited complicated trusts.
My husband and I never used a financial adviser before but in 2020 we were experiencing some
He has been diligent and responsive in setting up and implementing different strategies over the past few years.
He has been a breath of fresh air and wisdom in reaching my financial goals.
Great partner for financial planning and wealth management.
Chris helped us understand how to invest her money, how much she can afford to spend, what accounts and amounts to take the money from, and when she should claim social security.
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