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Jeffrey Hendel, CRPC®, AAMS®, CFS®, AIF®

Jeffrey hendel, crpc®, aams®, cfs®, aif®

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location of Jeffrey Hendel, CRPC®, AAMS®, CFS®, AIF®Smithtown, New York, United States
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  • Timeline

  • About me

    President and CEO Hendel Wealth Management Group

  • Education

    • Half hollow hills high school west

      -

    • University at albany, suny

      1991 - 1993
      B.a.

  • Experience

    • Ameriprise financial services, inc.

      Jan 1997 - Sept 2019
      Private wealth advisor, aams®, crpc®, cfs®

      Hendel Wealth Management Group, A private wealth advisory practice of Ameriprise Financial Services, Inc.Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, I help my clients plan by recommending thoughtful asset management strategies, proper insurance coverage and solutions for long-term care costs. I also offer estate planning strategies that can help mitigate the effects of taxes, and exit and succession strategies from businesses. My practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly. Show less

    • Raymond james

      Sept 2019 - now
      President and ceo hendel wealth management group/sr. financial advisor, rjfs

      Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Hendel Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

  • Licenses & Certifications

    • Aams® accredited asset management specialist℠

      College for financial planning

    • Cfs® certified fund specialist

      Institute of business & finance

    • Crpc® chartered retirement planning counselor℠

      College for financial planning

  • Honors & Awards

    • Awarded to Jeffrey Hendel, CRPC®, AAMS®, CFS®, AIF®
      AdvisorHub’s list of Advisors to Watch 250 Under $1B. AdvisorHub Jul 2024
    • Awarded to Jeffrey Hendel, CRPC®, AAMS®, CFS®, AIF®
      Forbes Best In-State Wealth Advisors List 2021-2024 FORBES Apr 2024 2024 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/43DMgjX. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.
    • Awarded to Jeffrey Hendel, CRPC®, AAMS®, CFS®, AIF®
      Raymond James Financial Services Chairman's Council Raymond James Financial Services, Inc. Oct 2023 Membership for Raymond James Financial Services advisors is based on prior fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.
    • Awarded to Jeffrey Hendel, CRPC®, AAMS®, CFS®, AIF®
      Raymond James Financial Services Chairman's Council Raymond James Financial Services, Inc. Apr 2022 Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.

  • Volunteer Experience

    • Volunteer

      Issued by Guide Dog Foundation
      Guide Dog FoundationAssociated with Jeffrey Hendel, CRPC®, AAMS®, CFS®, AIF®

    • Volunteer

      Issued by John's Place Family Center
      John's Place Family CenterAssociated with Jeffrey Hendel, CRPC®, AAMS®, CFS®, AIF®

    • Volunteer

      Issued by Little Flower Children & Family Services of New York
      Little Flower Children & Family Services of New YorkAssociated with Jeffrey Hendel, CRPC®, AAMS®, CFS®, AIF®

    • Volunteer

      Issued by Habitat for Humanity of Suffolk County
      Habitat for Humanity of Suffolk CountyAssociated with Jeffrey Hendel, CRPC®, AAMS®, CFS®, AIF®

    • Volunteer

      Issued by New York Blood Services
      New York Blood ServicesAssociated with Jeffrey Hendel, CRPC®, AAMS®, CFS®, AIF®