Sean Heney Email & Phone Number

Sean Heney is an Investment Advisory Representative of, and offers Financial Planning and Investment Advisory Services through, Portside Wealth Group, LLC, an SEC Registered Investment Advisor. Portside Wealth Group, LLC and their representatives do not provide tax or legal advice. Each taxpayer should seek independent advice from a tax professional based on his/her own individual circumstances. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability. Securities are offered through The Leaders Group, Inc.: Securities Dealer, Member FINRA / SIPC: 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120. Ph: 303-797-9080. Suncrest Advisors is not affiliated with The Leaders Group, Inc.

Provo, Utah, United States

Phoenix, Arizona Area

Phoenix, Arizona Area

I joined Timothy E. Radden's, CLU®, AEP®, ChFC®, Wealth Management practice and I partner with Tim in working closely with our clients to provide financial planning, investment analysis, insurance planning and support.

Cleveland/Akron, Ohio Area

I rely not only on my own knowledge and experience, but also on the expertise of a team of specialists. Together, we can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let me know how I might be able to help you realize your vision for the future.

Cleveland/Akron, Ohio Area

• Developed an integrated planning team • Collaborated with leadership to evolve our planning philosophy• Coached and developed 12 advisors towards sustainable, holistic, financial planning• Led regular scheduled training on investments, planning, and technology• Conducted weekly case consultative meetings with subscribing advisors • Acted as liaison between our home office and advisors• Developed a standardized planning process to increase team productivity and efficiency • Coached advisors and associates across all major technology platforms• Investment solution recommendations• Account opening and management advice• Practice process improvement• Brokerage and advisory practice coaching

Cuyahoga Falls, Ohio 44221

The financial consultants of Vision Financial Management counsels individuals, families and business owners on how to pursue their life goals by developing their vision and creating financial structure to support and preserve those goals in an ever changing economic environment. I assist the financial consultants of the firm. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: OHThird 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.

Securities and investment productsSecurities offered through Cetera Advisor Networks LLC, a registered broker/dealer, member FINRA, SIPC. Branch Office: 9050 Sweet Valley Drive, Valley View, OH 44125, Telephone 216-642-1099.Investment advisory and financial planning services offered through Financial Management Strategies, Inc. (FMS), a registered investment adviser. Cetera is under separate ownership from any other named entity.

Bachelor Of Business Administration (B.B.A.), Finance

Associate Degree

Education record