Jeff Hendel—recognized on the Forbes Best In-State Wealth Advisors List in 2021 & 2022—has more than 25 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 Financial Advisors and various 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 strategies 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 reviewed 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, Three Village Dads Foundation, Stony Brook Children’s Foundation, Habitat for Humanity, Ronald McDonald House Charities and Long Island Cares.

Jeff’s achievements and designations:

• Forbes Best In-State Wealth Advisors List 2021
• Forbes Best In-State Wealth Advisors List 2022
• Chartered Retirement Planning Counselor^℠(CRPC^®)
• Accredited Asset Management Specialist^℠(AAMS^®)
• Certified Fund Specialist^℠(CFS^®)
• Accredited Investment Fiduciary® (AIF®)