Heather Albert, Ph.D., CLU, ChFC

Welcome to my web site! Here you’ll find a wealth information in the form of newsletters, financial calculators, research articles and seminars. 

Upcoming Events

•  Customer Appreciation Day, Saturday, Aug. 14, 8:00 AM

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit it often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update the information, and I wouldn’t want you to miss any developments in the area of personal finance.

Heather Albert is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AZ, CA (CA Ins Lic 0E85800), CO, ID, MA, NV, NY, OR, TX, UT, VA and WA. No insurance business may be conducted outside these states referenced.

Heather Albert is a Registered Representative) of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly
intended for individuals residing in the states of AK, AZ, CA, CO, ID, MA, NV, NY, OR, TX, UT, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.