portrait of Tom Heinbockel
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

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

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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