Heritage Harbor Financial Associates

Heritage Harbor Financial Associates is a Financial Planner in Port Jefferson Station, NY, located at 106 Crystal Brook Hollow Rd. The firm offers an in-depth approach to wealth management that encompasses all aspects of a client's financial life. Its service offerings include investments and asset management, life insurance, estate conservation strategies, and retirement income strategies. Securities and advisory services are offered through Osaic Wealth, Inc., which is a member of FINRA and SIPC.

The firm utilizes a holistic approach to understand how different aspects of a financial life relate to and affect each other. This comprehensive process begins with a personal consultation to establish goals, desires, and objectives. The team then gathers qualitative and quantitative data to reflect specific circumstances. After analyzing the data to understand the personal situation, they develop financial strategies designed to meet objectives. These strategies are implemented to pursue financial goals and are monitored, reviewed, and adjusted on an ongoing basis.

The professional team includes Managing Partners Scott N. Zambelli, who holds the LUTCF, ChFC, and CLTC designations; Frederick J. Azzurro, who holds the MSFS and LUTCF designations; and Michael Butensky, who holds the CLU, ChFC, CFP, RICP, and CLF designations. The staff also includes Financial Professionals Amanda Gonzalez, John Dinkelmeyer, and John Thomson. Stacey Roser serves as the Office Manager.

Heritage Harbor Financial Associates holds a 5.00 rating based on customer reviews. By combining a holistic wealth management process with a team of designated financial professionals, the firm provides comprehensive planning to clients in Port Jefferson Station.

BizScoreAI awarded Heritage Harbor Financial Associates a Technical score of 91 out of 100, reflecting a website that is technically sound, secure, and indexable for search engines. The firm received an Authority score of 75 out of 100.