Financial Planners in Melville picked by BestProsInTown
“I’ve been working with Tony for a few years and he’s always provided excellent advice and customer service. He’s easy to reach and responds quickly to any questions I have about my accounts. His guidance and recommendations are clear and make sense. He’s a pleasure to work with and I highly recommend him to anyone seeking an advisor who’s transparent, consistent, and knowledgeable.”
“I have had the privilege of being one of Justin's clients for several years, and I can honestly say that working with him has been one of the best financial decisions I've ever made.
Our relationship started with something simple—life insurance for my wife and me. From our very first conversation, Justin was incredibly transparent, knowledgeable, and patient. He never tried to sell me something I didn't need. Instead, he took the time to explain everything in plain language, making sure I understood not only the benefits of life insurance but also its limitations. His honesty and genuine concern for my family's future immediately earned my trust.
As the years went by, I found myself asking an important question: Why aren't my other financial advisors like Justin? I realized how difficult it was to get timely responses from others and how often I felt like just another account instead of a valued client. Justin was the complete opposite. Whether I had a quick question or needed guidance on a major financial decision, he was always available, responsive, and willing to take the time to help.
What truly sets Justin apart is that he builds relationships, not transactions. He takes the time to understand your goals, your family, and what's important to you. I've never once felt pressured into making a financial decision. Instead, I've always felt educated, empowered, and confident because of the guidance he provides.
As a husband and father of three children, having someone I can trust with my family's financial future means everything. Knowing that Justin genuinely has our best interests at heart gives me tremendous peace of mind.
If you're looking for a financial advisor who is honest, knowledgeable, responsive, and truly cares about the people he serves, I cannot recommend Justin highly enough. He has earned my trust over many years, and I am grateful to have him as both my financial advisor and someone I know I can rely on whenever I need guidance.”
“My experience with Heller Wealth Management has been nothing short of golden. For over two decades my parents have been a client, and continually praised the high-level expertise, and the professional wisdom of Larry Heller. Perpetual prosperous gains have been the constant, and well-proven norm time after time with this firm.
Now here years later in 2026 my father has since passed, and as my mom’s POA and assistant with her life affairs, I’ve had the privilege to become more involved in directly communicating with, and on occasion meet in-person with the exceptionally gracious, welcoming, and educational financial advisor Belinda Tsui, who currently handles the day-in-day-out particulars of my mom’s investment accounts.
I can also express how remarkable client services associate Warda Ahmed has been. When a client telephone calls the Heller Wealth Management firm, Warda is likely the person to receive your call. Once you hear her friendly voice, you’ll know you’re guaranteed to have a question answered, a critical document signing procedure expedited, or anything else in-between accomplished gracefully, speedily, and accurately. She will never leave you waiting, or in the dark.
Financial advisor Belinda Tsui really put me at ease knowing there’s a currently chaotic investment market and relying on her guidance with things beyond my own understanding. With her logical outlook and methodical approach, she’s truly on the pulse, and cutting-edge of the 2026 financial investments industry.
Heller Wealth Management has a system called “the Reservoir Investment Strategy”, and they pin-point personalize your portfolio percentages of equities/stocks-bonds/cash tailored to achieve best outcomes for their clients. Belinda Tsui has been masterful with balancing this for my mom, and patiently explains small details, the big picture, and objectives.
If you’re seeking financial growth through investment, this is the firm you trust. They’ll deliver beyond what you’ve imagined possible and successfully guide you through uncertainty and market turbulence. You’ll always land on top through good times or bad. On a scale of one to five stars, I rate them at ten!
Jeff Fried”
