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.