Through the years, this is our journey.

With a rich history beginning nearly twenty-five years ago, Hendel Wealth Management Group has built our legacy and our business through the exceptional trust and loyalty of our clients. We always have and will continue to dedicate ourselves to supporting the goal of financial freedom to those we serve. From humble beginnings to expanded growth and an even brighter future, we are proud of our success. We hope that you will continue to partner with us on our remaining journey.

  • Jeffrey Hendel begins his career in financial services with American Express
    Financial advisor Jeffrey Hendel joins American Express financial advisors in Islandia, New York

  • A brand new chapter
    Jeffrey Hendel partners with Craig Clare to form Clare Hendel & Associates with American Express

    A growing team
    Clare Hendel & Associates welcomes Diane Fedler as client service coordinator and Morgan Weil, CFP®, as financial planning assistant

  • American Express becomes Ameriprise Financial

  • An exciting milestone
    Jeffrey Hendel forms Hendel & Associates with Ameriprise Financial

  • Continued growth for Hendel & Associates
    Rinaldo Crassa, CFP®, EA, joins Hendel & Associates and now serves as Hendel Wealth Management Group’s chief operating officer

    Moving into our new home
    Hendel & Associates relocates from Bohemia into a beautiful new office space in Smithtown, New York

  • Further team expansion
    Hendel & Associates welcomes Benjamin Nieves as its new financial registered representative

    Hendel Wealth Management Group joins Raymond James Financial Services
    Jeffrey Hendel forms Hendel Wealth Management Group and in 2019 transitions the practice from Ameriprise to Raymond James Financial Services

  • Hendel acquires Nazareth Investment Services
    Hendel Wealth Management Group acquires Nazareth Investment Services, aligned with Raymond James Financial Services, led by Joseph Engleby, AAMS®, in Nazareth, Pennsylvania

  • Hendel Wealth Management Group Today
    In early 2021, new staff members join the practice including Annette Sciacchitano as Office Manager and Krista Svedberg as Director of Marketing located in the Smithtown, NY office. Later in the year, Hendel Wealth Management Group additionally welcomes Financial Professional, Vincent Cagnina.

  • Continued Growth Sets off 2022 in the Right Direction
    Hendel Wealth Management Group merges with Raymond James Financial Services practice of Kevin Pettersen in Massapequa, NY bringing the fast-growing Long Island-based organization to more than $750 million in AUM. The practice proudly welcomes Kevin W. Pettersen, Managing Principal Senior Wealth Advisor, RJFS; Dennis Byrne, Senior Registered Associate, RJFS; and Tiffany Melendez, Client Service Manager. Later, Hendel Wealth Management Group welcomes Craig Valentine, Financial Advisor, RJFS to its Smithtown branch.

Raymond James is not affiliated with the above organizations.

Are you ready? Let’s uncover the possibility of working together.

About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOKTM Research, LLC.

Source: Forbes.com (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: www.SHOOKresearch.com

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Hendel Wealth Management Group and Nazareth Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services.

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