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THE ROAD TO YOUR RETIREMENT STARTS HERE

We create personalized wealth management strategies so you can pursue the retirement of your dreams.

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Products & Services

 

Investment Planning

 

Financial Planning

 

Insurance Planning

Team

Edward G. Heller | Financial Advisor | HF Financial Group

Edward G. Heller CPA

Carmine | Certified Public Accountant | HF Financial Group

Carmine Filippone CPA

How can we help?

Find out how we can help you reach your financial freedom.

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Blogs

Mar 10, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Mar 6, 2025

Avantax Market Update – March 2025

Mar 3, 2025

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Feb 27, 2025

Avantax Market Update – November 2023

HF Financial Group

925 Westchester Avenue,
White Plains, NY 10604

  • P | 914-422-3344
  • F | 914-422-5746
  • E | edward@hfcpas.com
  • E | carmine@hfcpas.com
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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax Affiliated Insurance Agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

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