Jeff Hendel—recognized on the Forbes Best In-State Wealth Advisors List in 2021—has more than 24 years of experience in financial planning and investment management. During this time, he has accumulated knowledge and perspective to help you with your financial goals. Jeff understands the dynamics of wealth, and how to intelligently adapt during changing conditions. As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Jeff will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.
Jeff, along with his team of licensed Advisors and CERTIFIED FINANCIAL PLANNER™ professionals, aspires to create long-term, meaningful relationships with his clients and provide them with personalized financial planning advice by utilizing the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your risk tolerance, and the performance of your portfolio.
Jeff and his team design customized investment portfolios based on what they learn about you and your goals combined with an analysis of current financial markets. Recommendations are made with your best interests in mind. Once you are comfortable with your new plan, Jeff and his team put it into action! Performance is then monitored for opportunities to adapt to life changes and new goals.
Jeff—who describes himself as driven, humbled and thankful—began his career in financial services in 1997 and previously spent 22 years with Ameriprise Financial. Today, Jeff provides strategies for retirement planning, retirement income, insurance, investments, saving for education, estate planning, business retirement plans, tax planning and more through Raymond James. He is inspired by his clients and “the look on their faces when they realize that they will able to retire in the lifestyle they want or better provide for their kids and grandkids.”
Jeff earned his Bachelor of Arts degree from University of Albany. He resides in Setauket, New York with his wife, Marlene, their son, Jake, and their adorable Havanese, Chloe. Jeff’s hobbies include boating, skiing, strength training, Jiu Jitsu and watching his son play baseball. Jeff started practicing the art of Jiu Jitsu with his son when Jake, now a teenager, was just a toddler. Jeff received his first black belt in 2014, his second degree blackbelt in 2016 and third degree blackbelt in 2020. He has coached his son’s travel baseball team for more than eight years.
To Jeff, each day is “just another chance to get a little bit better”. Jeff and his family support 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 and Three Village Dads Foundation.
Jeff achievements and designations:
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 does not provide tax or accounting services.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.