Heather Benz, Financial Advisor located in Westfield, NJ

Financial Advisor
Heather Benz

CFP®, CEPA®, AAMS®
251 North Ave W Suite 301, Westfield, NJ 07090opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Running
  • Health & Nutrition
  • Spending Time with Family
  • Tennis
  • Cooking

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Web Conferencing

Phone

(908) 928-7353

Fax

(833) 211-9379

Office Address

251 North Ave W Suite 301
Westfield, NJ 07090opens in a new window

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