The Success Inventory by The Patrick Group.

Jason Heller



Jason M. Heller


 

Jason Heller focuses his practice on professional portfolio management, retirement planning, and wealth preservation strategies.  Heller began his financial services career in New York City, where he joined a major stock brokerage firm’s Wall Street Branch.  He then moved to Albany, where his clients included high net worth individuals, corporate retirement plans & institutions. He is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.

A native of the Albany area, Heller now lives in Clifton Park with his wife and three sons.  He can periodically be seen on Albany’s Capital News 9 (www.capitalnews9.com) commenting on various financial and investment matters.

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Stage 2 Planning Partners
20 Kimball Avenue, Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

Stage 2 Planning Partners
4 British American Blvd.
Latham, NY 12110
Tel: 518-608-8939
Fax: 518-640-2164
Email: info@stage2planning.com

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives
of NFP Securities, Inc. a Federally Registered Investment Advisor
Stage 2 Planning Partners is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of
National Financial Partners Corp., the parent company of NFP Securities, Inc.


This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000