Heron Wealth Palmer Ave, Bronxville

As medical professionals, my mother and I are pretty much uninformed when it comes to financial matters. My mother had been contemplating retirement for years and Covid finally prompted her to get more serious about setting an end date. We didn’t know where to start, but thankfully we found Chris Jennings and he has been wonderful. Despite years of responsible saving, the idea of living without a salary was daunting to her. Chris helped us understand how to invest her money, how much she can afford to spend, what accounts and amounts to take the money from, and when she should claim social security. After just a few meetings, we have more clarity than ever and that feeling of angst has gone away. Chris also introduced us to an affordable attorney who helped retitle our family beach home as part of her estate plan. He was also somehow able to turn one of her old IRAs into a Roth for a low cost. I still don’t understand all of it, I just know that we feel SO much better about everything. Having confidence that my mother can live comfortably as she continues to age has been invaluable to us. Chris is so detailed, always eager to help, and even offered to meet with us in the evening to accommodate our hectic schedules. Not only is he extremely knowledgeable, he clearly loves what he does and that has made it even more enjoyable to work with him. We initially loathed the idea of going through this process but now feel a huge sense of relief. Thank you Chris!

My wife and I have been with Heron Wealth for over a year and couldn't be happier. Our financial planner, Chris Jennings is not only very personable and easy to work with, but has a solid knowledge base in his field. He works diligently to help direct us in making the best possible decision. He always has our best interest in mind and we feel confident in our direction having him as our advisor.

I have been working with Chris Jennings and Heron Wealth Management for the past 2 years and my experience has been outstanding. I initially approached Chris with questions about my Employee Stock Purchase Plan and how to set up a Mega Backdoor Roth in my 401k and he was extremely knowledgeable and professional. We now have an ongoing relationship and Chris is always very responsive. I’m thrilled with the level of service, proactivity, and attentiveness that Chris provides, and am looking forward to a rewarding, lifelong relationship. Highly recommend!

My wife and I have been using Heron Wealth for over a year now for both our personal and business finances, and what a difference it has made. Before Heron we were just all over the place, pieces of retirement strung out over a lifetime of careers and different industries. Heron was able to help us consolidate all of our accounts and formulated a strategic plan for us moving forward. And during the Pandemic, Chris Jennings out of their Bronxville Office has been great. He has been checking in with us on a regular basis, not only helping with our finical future but also has a keen interest in our personal success. My wife and I truly appreciate their hard work and support and wouldn't go anywhere else.

My experiences with Chris at Heron Wealth were well above expectations. I found Chris to be very trustworthy and knowledgeable - both keys for me when working with a financial advisor. He helped me feel at ease with understanding and working toward financial goals while considering what is best for my business. I’ve recommended him to friends and colleagues who have also had very positive experiences. My financial picture has improved in many and various ways, because of working with Chris. I highly recommend him for your financial needs.

My husband and I have been with Heron Wealth since the start of 2020 and we could not be happier! Our financial planner, Chris Jennings, is incredibly detailed and responsive. (plus, just really fun to talk to!) We feel so much better and confident about our financial strategy and future now with the expertise and partnership of Chris and Heron Wealth. Would not hesitate for a second in recommending if you need to get your personal finances in order. Thank you, Chris!!

My husband and I never used a financial adviser before but in 2020 we were experiencing some life changes and we decided that given the circumstances, it was time for us to try one. We have been with Heron Wealth over a year now and couldn’t be happier. Chris Jennings is now one of most caring and sensible friends we have. It’s so valuable having someone who cares so much about our financial success.

Chris has invested his time and energy getting to know our family and our financial goals. He has been diligent and responsive in setting up and implementing different strategies over the past few years. His insight has been extremely valuable and I highly recommend working with him.