Kristen Heller, Csric™

Kristen Heller, Csric™ Email and Phone Number

Financial Advisor at Planning for Good @ Planning for Good
Kristen Heller, Csric™'s Location
Holliston, Massachusetts, United States, United States
Kristen Heller, Csric™'s Contact Details

Kristen Heller, Csric™ work email

Kristen Heller, Csric™ personal email

n/a
About Kristen Heller, Csric™

Everyone’s financial situation is different and sifting through it can be complex. Whether you are looking toward a secure retirement or just starting college savings for your children, I use a partnered approach; working closely with you and leveraging a team of resources to draw upon the knowledge of associates and field specialists. Together we work to understand your financial goals and develop a customized comprehensive strategy designed around your current and future needs. I collaborate, not dictate.I know first-hand how overwhelming it is to find a trusted financial advisor to help you with your financial future. The relationship you form spills into all aspects of life. When my mom’s struggle with Parkinson’s Disease forced us to make tough decisions, my advisor relationship was invaluable. Knowing some of the harsh realities we and others in similar situations face, is what motivates me every day to help you reach your goals and mitigate risks you cannot predict. Contact me to discuss your financial future.New England has always been my home and Holliston, Massachusetts is where my husband, Chris and I are raising our two boys. Whether venturing out on the beaches of Cape Cod, visiting the ski mountains of New Hampshire or camping in the green forests of Vermont, my family and I enjoy all that New England has to offer.I am licensed to sell insurance in MA, NH, NC, PA, FL, and RI. Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer and a member of FINRA/SIPC. Advisory services are offered to residents of all states through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Planning For Good and Cambridge are not affiliated. Content provided via links to third-party sites should not be considered an endorsement of content; we cannot verify the completeness or accuracy of.

Kristen Heller, Csric™'s Current Company Details
Planning for Good

Planning For Good

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Financial Advisor at Planning for Good
Kristen Heller, Csric™ Work Experience Details
  • Planning For Good
    Financial Advisor
    Planning For Good Dec 2021 - Present
  • Baystate Financial
    Founding Member Of The Diversity & Inclusion Council
    Baystate Financial Jan 2020 - Dec 2021
  • Baystate Financial
    Financial Advisor
    Baystate Financial Jan 2019 - Dec 2021
    Greater Boston Area
  • National Development
    Cash Management Consultant
    National Development May 2014 - May 2018
    Newton, Ma
  • National Development
    Cash Manager
    National Development Sep 2007 - May 2014
    Newton, Ma

Kristen Heller, Csric™ Skills

Skyline Mri Yardi Camtasia Mobile Solutions Excel Word Real Estate Banking Commercial Banking True Crypt Microsoft Word Microsoft Excel Leadership Financial Analysis Forecasting Real Estate Sales Marketing Management Public Speaking Cash Management Banking Finance Invoicing Payments Treasury Management Microsoft Office Customer Service

Kristen Heller, Csric™ Education Details

Frequently Asked Questions about Kristen Heller, Csric™

What company does Kristen Heller, Csric™ work for?

Kristen Heller, Csric™ works for Planning For Good

What is Kristen Heller, Csric™'s role at the current company?

Kristen Heller, Csric™'s current role is Financial Advisor at Planning for Good.

What is Kristen Heller, Csric™'s email address?

Kristen Heller, Csric™'s email address is ck****@****ial.com

What schools did Kristen Heller, Csric™ attend?

Kristen Heller, Csric™ attended Keene State College, Anatolia College.

What skills is Kristen Heller, Csric™ known for?

Kristen Heller, Csric™ has skills like Skyline, Mri, Yardi, Camtasia, Mobile Solutions, Excel, Word, Real Estate Banking, Commercial Banking, True Crypt, Microsoft Word, Microsoft Excel.

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