Paul Heyman, Cpfa, Cltc Email and Phone Number
As my client, you will benefit from a collaborative, one-on-one relationship dedicated to identifying and prioritizing your financial goals, offering you the guidance and strategies to address your individual needs. The result is a strategy designed with a goal to help you achieve your short and long-term financial objectives. This strategy has the flexibility to evolve as your needs change and opportunities arise.I am licensed to sell insurance in: CT, NY, NJ, RI, FL. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment advice offered through Excel Wealth Management, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CT, FL, ID, MA, MD, NC, NJ, NY, RI, TX and WA.
Excel Wealth Management
View- Website:
- excelwm.com
- Employees:
- 7
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Financial ConsultantExcel Wealth Management Nov 2016 - PresentGlastonbury, CtAt Excel, I provide clients with education, and comprehensive case consultations on a wide range of financial disciplines. We will work together and develop comprehensive and holistic financial strategies to meet the changing needs of the clients I serve.Securities and advisory services offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to my "Contact Information".
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Financial Advisor, Financial Services Representative, Investment Advisor RepresentativeMetlife Jan 2009 - Nov 2016Glastonbury, CtAt Barnum, I'm supported by a team of analysts who provide clients with education, advanced analytics, and comprehensive case consultations on a wide range of financial disciplines. Together my team and I develop comprehensive and hollistic financial strategies to meet the changing needs of the clients I serve. -
Financial AdvisorMassmutual Financial Group Mar 2003 - Jan 2009Holyoke, Ma -
Long Term Care SpecialistMassmutual Financial Group Jan 2001 - Mar 2003Hartford, Connecticut Area
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Customer ServiceAetna 1993 - 1996Hartford, Connecticut Area
Paul Heyman, Cpfa, Cltc Skills
Paul Heyman, Cpfa, Cltc Education Details
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Business, Management, Marketing, And Related Support Services
Frequently Asked Questions about Paul Heyman, Cpfa, Cltc
What company does Paul Heyman, Cpfa, Cltc work for?
Paul Heyman, Cpfa, Cltc works for Excel Wealth Management
What is Paul Heyman, Cpfa, Cltc's role at the current company?
Paul Heyman, Cpfa, Cltc's current role is Financial Advisor, Investment Advisor Representative at Excel Wealth Management.
What schools did Paul Heyman, Cpfa, Cltc attend?
Paul Heyman, Cpfa, Cltc attended Central Connecticut State University.
What skills is Paul Heyman, Cpfa, Cltc known for?
Paul Heyman, Cpfa, Cltc has skills like Retirement Planning, Long Term Care, Investments, Life Insurance, 401k Rollovers, Manage 401k Portfolios, Financial Education, Risk Management, Education Funding Strategies, Career Specific Strategies, Comprehensive Employee Benefit Strategies, Disability Insurance.
Who are Paul Heyman, Cpfa, Cltc's colleagues?
Paul Heyman, Cpfa, Cltc's colleagues are Edward B., Bob Darrow, Cfp®, Mark Bentley, Mba, Arpc.
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