FINANCIAL ADVISOR
Tom Heinbockel
CFP®, CEPA®, AAMS™, CRPS™
220 Main St, Nyack, NY 10960opens in a new windowAccepting New Clients
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Divorce Finances
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Spending Time with Family
- Traveling
- Active Lifestyle
- Sports Enthusiast
- News & Media
Team Members
Lisa McGrathSr. Branch Office Administrator- Wendy CourtneyBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More