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About Us

Jason Heller

Jason_full_sized“I make the complex simple.”

My career started in New York City working on Wall Street for large financial institutions. The problem I had was I didn’t feel like I was working in the best interest of my clients. Between sales quotas and proprietary products I was asked to sell investments that I didn’t believe in, or didn't fit the clients' needs.

My goal now is to help you develop the discipline that has proven over years to provide fair investment returns.  Whether you're a business owner,  a corporate executive or a long-time company employee, you need fair and unbiased advice.  There is so much financial information out there, and so many financial products to choose from, I can help you cut through the clutter and make a decision.

One of the things I like about working as an independent advisor is that I’m allowed to recommend investments that fit your needs.  We'll spend a lot of time figuring out what those needs are, before you ever hear me say “This is what I think you should do.”

My family is the most important thing in my life, and I’m most successful working with clients that have a similar feeling about their family as well.  For me, this job is personal.  I believe it’s my responsibility to understand your family needs and put plans together that help you achieve those goals.

When I get a note from a client thanking me for my advice it makes my day.  I work very hard to learn who you are as a person.  It’s knowing you as a person that allows me to help make your life better.  By doing so your goals are always on the front burner.  I never forget what I’m here to do….help you achieve your financial goals.

To contact me either email me or give me a call at 518-608-8939.

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