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Tom Heinbockel, Financial Advisor

FINANCIAL ADVISOR
Tom Heinbockel

CFP®, CEPA®, AAMS™, CRPS™
220 Main St, Nyack, NY 10960opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Divorce Finances

About Tom

I help our clients organize, build, grow, protect and transition their wealth on their terms to achieve what is most important to them.

I learned the value of a strong work ethic, integrity, discipline and having a genuine interest in people from my parents, so my practice is built on trust and the principle of always putting my clients first. I genuinely enjoy helping clients build richer, fuller, more independent lives so that they can spend less time concerned with finances and more time with the people and activities they love.

I take the time to listen intently so that every client...

Work History

  • Edward JonesOctober 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Columbia UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Traveling
  • Active Lifestyle
  • Sports Enthusiast
  • News & Media

Team Members

  • Lisa McGrath
    Sr. Branch Office Administrator
  • Wendy Courtney
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(845) 348-4726

Fax

(855) 628-7024

Office Address

220 Main St
Nyack, NY 10960opens in a new window

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