Photos for Savant Wealth Management
Reviews for Savant Wealth Management
Add your commentPricelist Photos
Add a photo
Savant Wealth Management
225 Broadhollow Rd Suite 215, Melville
Directions Call Website Suggest an Edit
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... read full review
After my father passed away, my mother became a client of Heller Wealth Management. She was consistently provided with personal attention, and was always very happy with how her money was managed. My husband and I chose Heller Wealth Management for our financial needs, and we have been extremely happy with the services they provide. Belinda Tsui's knowledge, ability to communicate that knowledge, and her attention to detail are impressive. We have consistently received personal attention and all of the staff are friendly and professional. We are confident that our retirement savings are being managed in a way that meets our financial needs, and aligns with... read full review
We have been working with Heller Wealth Management for at least 15 years and have complete trust in their successful management of our investment portfolio and finances. They have consistently produced results in the growth of our portfolio. Accessibility and availability for a quick call or lengthy meeting has never been an issue, and their advice and management of our finances over the years has allowed us to remain confident in our financial future.