Alex Henn
I have been engaged in the financial services industry since 2002 and, together with the integrity and diversified resources of Equitable Advisors, am fully prepared to accommodate all of your financial planning needs.
The planning process I adhere to is client-oriented in that the concerns and questions of the clients are what drive the vehicles they choose. It is my job to guide them through the process utilizing the knowledge and resources that I have.
Focused attention, service and commitment to my clients has afforded me the ability to operate my practice mainly on a referral basis. This allows me to provide my existing clients the level of service and professional advice they deserve.
Having come to the Syracuse area to attend Syracuse University and deciding to make Central New York my permanent home, I have developed a strong sense of community here in the Syracuse area. My community activities and professional affiliations include:
- Onondaga Community College Foundation, Board of Directors Emeritus
- Graduate of Syracuse University
- FINRA Securities Registrations Series 7, 66, 24
I reside in Manlius, NY with my wife Lauren and daughter Alyssa.
Thank you for visiting my site and I would welcome the opportunity to meet with you. Send me an e-mail, give me a call, or schedule a no-obligation meeting here on my web site.
CA License #4119176
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.