Jeffrey Hendel Recognized in LI Business News Who's Who in Banking & Finance

Jeffrey Hendel CRPC®, AAMS®, CFS®, AIF® is president and CEO at Hendel Wealth Management Group in Smithtown.

Hendel began his career in financial services in 1997 and previously spent 22 years with Ameriprise Financial. Today, Hendel provides strategies for retirement planning, retirement income, insurance, investments, saving for education, estate planning, business retirement plans, tax planning and more through Raymond James.

Hendel has more than 26 years of experience in financial planning and investment management. During this time, he has accumulated knowledge and perspective to help clients with their financial goals.

Hendel understands the dynamics of wealth, and how to intelligently adapt during changing conditions. Hendel, along with his team of financial advisors and various Certified Financial Planner™ professionals, aspire to create long-term, meaningful relationships with clients and provide them with personalized financial planning advice by utilizing the industry’s most comprehensive resources. Hendel and his team design customized investment strategies based on what they learn about each client and their goals combined with an analysis of current financial markets. Recommendations are made with their client’s best interests in mind. Once clients are comfortable with their new plan Hendel puts it into action. Performance is then reviewed for opportunities to adapt to life changes and new goals.

Hendel earned a bachelor’s degree from University of Albany. He is a Chartered Retirement Planning Counselor; an Accredited Asset Management Specialist; a Certified Fund Specialist; and an Accredited In- vestment Fiduciary.

Hendel supports several local charities, including John’s Place Family Center, Little Flower Children and Family Services of New York, The Guide Dog Foundation for the Blind of Smithtown, Good Shepherd Hospice, Three Village Dads Foundation, Stony Brook Children’s Foundation, Habitat for Humanity, Ronald McDonald House Charities and Long Island Cares.

At Hendel Wealth Management Group of Raymond James, clients are our main priority, which is why we work to understand your unique circumstances and create a distinctive plan that provides a road map for your financial journey. Through industry-leading support, client-focused service, and the financial planning and investment resources of a premier financial services company, we’re able to help you define the best approach to growing and preserving your wealth for your family or your business.

Hendel Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.

This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Any opinions are those of Hendel Wealth Management Group and not necessarily those of Raymond James. Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Raymond James is not affiliated with nor sponsors or endorses any of the above named organizations or charitable causes.