Heron Financial Group, LLC is a wealth advisory firm headquartered in New York City, offering comprehensive financial planning, investment advice, and specialized services in tax planning and estate planning. Founded by President David Edwards in 1996, Heron Wealth currently oversees $360 million in client assets. Their clientele primarily consists of professionals and executives who have built successful businesses and careers. The firm's mission is to provide clear and simplified pathways for clients to achieve their financial goals. They are dedicated to delivering wealth advice that enables families to attain their objectives, attain peace of mind, and experience a sense of fulfillment. In addition, Heron Financial Group, LLC assumes a profound responsibility for safeguarding the wealth of its clients, friends, and loved ones. Notably, they extend their services to clients across the United States, Europe, and Latin America. Schedule a free 30-minute phone call with one of their Heron Wealth advisors.
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