Heron Financial Group LLC
Legal Name: HERON FINANCIAL GROUP, LLC
Full Contact Details
Heron Financial Group LLC
205 EAST 42ND STREET, 20TH FLOOR, NEW YORK, NY
800-994-3766
347-580-5289
Other Info
Heron Financial Group LLC, a NY Limited Liability Company, is a team of 7 professionals offering advisory services to an undisclosed number of clients. With a registration date of January 14, 2008, the firm's SEC (U.S. Securities and Exchange Commission) status is currently approved, making it a reputable financial advisor to its clients.
Financial Planners, Wealth Advisors & Investment Advisers - New York City NYC
Heron Wealth's Certified Financial Planners™ provide fee-only wealth advice - financial planning, investment advice, tax and estate planning. Heron Wealth is located in midtown New York City (NYC) and serves client families across the United States and overseas. As an SEC Registered Investment Adv…
Direct Owners
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DAVID SAY EDWARDS
MEMBER, MANAGER, PRESIDENT & CHIEF COMPLIANCE OFFICER owns 75% or more