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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

Nov 18, 2024

Avantax Market Update – June 2024

Nov 14, 2024

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Nov 11, 2024

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Nov 7, 2024

Avantax Market Update – November 2024

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 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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