Review About: Heather Helphrey

Author

 Paul Williams (100%)
Rating:
*****

Relationship

 Friends
Saturday, August 13, 2005
Review #126

As CEO of a company that sells financial advisor data to major brokerage firms, I have a very long list of financial advisors. Half a million to be exact. So I think I speak with some authority when I say that Heather Helphrey stands at the top of my list of great ones. I’ve known Heather for over a decade, both professionally and as a close friend. We even worked in the same brokerage office for a few years until her dedication caught the attention of a much better firm, and she was swiftly recruited away. Heather genuinely cares about her clients and she is as qualified as she is dedicated to serving their needs. Knowledgeable about a wide range of investments, as well as the current events that influence them, Heather is a pleasure to both work and converse with. Heather is trusted by and handles the accounts of some of the wealthiest families in Palm Beach. But on more than one occasion, I’ve seen her delay her personal plans to help an elderly client make a small but personally important investment decision. Not only would I recommend Heather’s services to my own Mother, I actually have! If you need a really great financial advisor, and we all do, I highly recommend that you give Heather a call.