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Paul Heyman, Cpfa, Cltc is listed as Financial Consultant at Excel Wealth Management, a with 7 employees, based in Glastonbury, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Paul Heyman, Cpfa, Cltc.
Paul Heyman, Cpfa, Cltc previously worked as Financial Advisor, Financial Services Representative, Investment Advisor Representative at Metlife and Financial Advisor at Massmutual Financial Group. Paul Heyman, Cpfa, Cltc holds Bachelor Of Science (B.S.), Business, Management, Marketing, And Related Support Services from Central Connecticut State University.
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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.
Listed skills include Retirement Planning, Long Term Care, Investments, Life Insurance, and 23 others.
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Glastonbury, Ct
At 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".
Glastonbury, Ct
At 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.
Other employees you can reach at excelwm.com. View company contacts for 7 employees →
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Paul Heyman, Cpfa, Cltc works for Excel Wealth Management.
Paul Heyman, Cpfa, Cltc is listed as Financial Consultant at Excel Wealth Management.
Paul Heyman, Cpfa, Cltc is based in Glastonbury, Connecticut, United States while working with Excel Wealth Management.
Paul Heyman, Cpfa, Cltc has worked for Excel Wealth Management, Metlife, Massmutual Financial Group, and Aetna.
Paul Heyman, Cpfa, Cltc's colleagues at Excel Wealth Management include Bob Darrow, Cfp®, Edward B., and Mark Bentley, Mba, Arpc.
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Paul Heyman, Cpfa, Cltc holds Bachelor Of Science (B.S.), Business, Management, Marketing, And Related Support Services from Central Connecticut State University.
Paul Heyman, Cpfa, Cltc is listed with skills including Retirement Planning, Long Term Care, Investments, Life Insurance, 401K Rollovers, Manage 401K Portfolios, Financial Education, and Risk Management.
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