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James Heavey Wealth Advisors, LLC

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a fee only investment adviser specializing in creating financial strategies to meet the unique needs of business owners. james heavey wealth advisors, llc, is licensed as an investment advisor with the state of maine. the firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.

Headquarters:
45 Village Way, Unit 68, Rockport, Maine, United States, 04856
Industry:
Financial Services
Founded:
2016
Employees:
1
Annual Revenue:
-

Type: Private
Ticker: -
United States 1
InvestmentsGroup Retirement PlansFinancial PlanningFiduciary Services

Frequently asked questions about James Heavey Wealth Advisors, LLC

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Where is James Heavey Wealth Advisors, LLC located?

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James Heavey Wealth Advisors, LLC's headquarters is located at 45 Village Way, Unit 68, Rockport, Maine, United States, 04856

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James Heavey Wealth Advisors, LLC has 1 employee

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James Heavey Wealth Advisors, LLC is in the industry of: Financial Services

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James Heavey Wealth Advisors, LLC Linkedin page

Distrobird — Free Sales Engagement Platform

Sequences, cloud call center, shared inbox, form tracking and more — on a single platform. Double your sales team's output with fewer tools.


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Jody Schnarr

CEO of Fibernetics

The #1 reason why we chose Distrobird is because it provides all the building blocks we need to engage our customers in a unified way — From email, texting, telephony and collaboration. This is probably the last tool you’ll buy for lead and customer outreach.

Laurel Palmer

Director, College Fund, Kalamazoo College

Stitching together a bunch of integrations and add-ons across multiple vendors is not my idea of productivity or efficiency. Thats why we chose Distrobird — each module is as full featured as any standalone competition.

Paul Marai

VP Digital Marketing

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