Kristen Heller, Csric™ Email & Phone Number

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.

Listed skills include Skyline, Mri, Yardi, Camtasia, and 24 others.