"We believe that our personalized service and the relationship that we build with you will help you reach your financial goals"
Steven HeinowitzSteven Heinowitz Financial Advisor
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As a Financial Advisor* Steven provides investment and wealth strategies for individuals, families, and small businesses. He utilizes a collaborative approach to provide holistic guidance based on a personal understanding of his client’s individual values and priorities. A graduate of Kogod College of Business Administration at The American University, Steven spent many years as a Partner in a privately held family business. Utilizing his experience in both management and finance, he strives to enrich the lives of his clients by offering personalized guidance for their specific life and financial circumstances. Steven currently volunteers with several not-for-profit organizations. He is a member of the Hoboken Sailing Club, and in his free time enjoys traveling, sailing, and spending quality time with his family in Hoboken, NJ. He holds the FINRA Series 7, FINRA Series 66, and Accident, Health, Life and Variable Annuity insurance licenses* in New York, New Jersey, and Ohio.
*Financial Advisory services are provided by Herold & Lantern Investments, Inc., a FINRA registered broker-dealer, Herold Advisors, Inc., an SEC registered investment advisor, and Herold Insurance Agency, Inc. , a New York State insurance agency. |
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