Hebert Financial Strategies
About
Hebert Financial Strategies is an independent, fee-only financial planning firm in Liverpool, just north of Syracuse. It offers personal and financial planning, estate planning, retirement planning and investment management. Because it is fee-only, the firm is paid by clients rather than by commissions on products.
The firm is led by Dennis J. Hebert, a Certified Financial Planner who also holds a string of other professional credentials in insurance, long-term care and investment fields. That breadth of training suits a practice that covers planning from retirement to estates.
What to Know
- The firm is independent and fee-only.
- Services cover personal and financial planning, estate planning, retirement planning and investment management.
- Dennis J. Hebert is a Certified Financial Planner.
- Liverpool is a village just north of Syracuse.
- It is a member of the Greater Liverpool Chamber of Commerce.
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