John Heald
Heald Financial

Tel: (856) 985-1717
180 Tuckerton Rd
Medford, NJ 08055
Heald Financial | Financial Advisor in Medford ,NJ

About Heald Financial

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

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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:   Businesses , Individual Investors
Foreign Languages Serviced:   n/a


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

Qualifications & Memberships

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


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 and Fees

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


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


Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 4:00 PM

Compensation Arrangements