Edward G. Heller CPA
Edward received his bachelor’s degree from Binghamton University in May 1980 and he has been an active member of AICPA and the New York State Society of Certified Public Accountants since 1984.
In 1999, Edward joined Avantax Wealth Management to expand the financial services offered to his clients. As both a CPA and Financial Advisor, Edward has the unique ability to plan a complete financial solution for his clients by combining tax, retirement, college, and insurance planning to ensure that his clients are on track to live the lives they dream of and navigate for their future.
Edward specializes in annuities, tax strategized college funding plans, Individual Retirement Accounts, small business retirement plans, 401(k) plans, managed advisory accounts, insurance policies and individual brokerage accounts to build individual wealth. Edward utilizes mutual funds, stocks, bonds and alternative investments to create a diverse portfolio matched to your risk assessment and time horizons. Edward is also a licensed insurance agent in New York and Connecticut to help his clients find the right life insurance to handle life emergencies and provide financial security for their family.
Carmine Filippone CPA
Carmine received his bachelor’s degree from the State University of New York at New Paltz, in December 1997 and has been an active member of the New York State Society of Certified Public Accountants since 2000.
In 2004, Carmine joined Avantax Wealth Management to expand the financial services offered to his clients. As both a CPA and Financial Advisor, Carmine has the unique ability to plan a complete financial solution for his clients by combining tax, retirement, college and insurance planning to ensure that his clients are on track to live the lives they dream of and navigate for their future.
Carmine specializes in a variety of solutions including 401(k) plans, Individual Retirement Accounts, small business retirement plans, tax strategized college funding plans and individual brokerage accounts to build individual wealth. Carmine utilizes mutual funds, stocks, bonds, CD’s, alternative investments and insurance and annuity policies to create a custom designed portfolio matched to your personal risk assessment and time horizons. Carmine is also a licensed insurance agent in New York to help his clients find the right life insurance policy to provide financial security for their family.
