Colleen
Echausse
Heritage Financial Counselors, LLC
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About this Advisor
Colleen Echausse is a financial advisor based in Bedminster, New Jersey, working with Heritage Financial Counselors, LLC. Colleen has previously held positions at Heritage Financial Counselors, LLC and Raising 4 Children. Colleen is registered to provide services in New Jersey. Currently, Colleen is part of Heritage Financial Counselors, LLC, which operates out of Bedminster, New Jersey. The firm has 4 employees and manages assets totaling $179.2 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Heritage Financial Counselors, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Heritage Financial Counselors, LLC Brokerage Details
$179,205,556
4
387
$463,063
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Colleen Echausse Work History
Heritage Financial Counselors, LLC
Raising 4 Children
Disclosures
Please visit the SEC profile of Colleen Echausse to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Heritage Financial Counselors, LLC
Bedminster, NJ
Bedminster, NJ
Bedminster, NJ
Bedminster, NJ
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