Heald Financial | Financial Advisor in Medford ,NJ

180 Tuckerton Rd
Medford, NJ 08055

About

Heald Financial Advisors specializes in the financial planning process, using a comprehensive and personalized approach. By building an ongoing relationship with our clients, we are able to provide more meaningful services to help our clients define appropriate long-term and short-term goals; refine sophisticated strategies to reach those goals; and achieve confidence in their financial lives.

As a full-service financial services firm offering a broad range of choices to support your plan, we strive to help our clients understand complex choices and develop strategies for a secure financial future. Whether providing clients with an informal personal consultation or a comprehensive financial plan, we take pride in presenting the appropriate products to help meet your needs, although there is never an obligation to purchase.

30 Years of Experience



General Information
Firm Start Year:   1981
No.of Employees:   2-4
Insurance License#:   8018746
Name of Broker/Dealer:   National Planning Corporation
States Licensed in:   CA, DE, FL, MA, NJ, PA, SC, NY WA, VI, WI
Number of Years with Current Firm:   3
Work Experience:   John A. Heald brings significant experience to his firm and his clients. He began his career in 1981 with CIGNA Individual Financial Services, where he spent seven years developing comprehensive planning skills and a commitment to his clients. John?s dedication to personalized service led him to become a partner in a registered investment advisory firm specializing in financial planning, and ultimately to establish Heald Financial Advisors in 1993. John has devoted his energies to developing a firm that maintains the highest professional standards and employs talented and devoted professionals.
I work with the following types of clients:   Individual Investors , Businesses
Foreign Languages Serviced:   n/a


Services
Investment Types:   Alternative Investments , Exchange Traded Funds (ETFs) , Bonds , Mutual Funds , Annuities , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via email , At my office , At your home , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Disability , Variable Life , Long Term Care , Health , Life , Variable Annuity
Financial Organization Memberships:   Society of Financial Services Professionals , Financial Planning Association (FPA)


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Commissions , Flat Fee , Hourly , Based on Assets
Fee % Based on Assets:   1.10



FAQs


DISCLAIMER

Securities and Advisory Services offered through National Planning Corporation (NPC), Member FINRA/SIPC. Heald Financial Advisors and NPC are separate and unrelated companies.

John Heald

John Heald

ChFC®, CLUŽ, CERTIFIED FINANCIAL PLANNER™ Certificant

Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 4:00 PM

Compensation Arrangements

Check