Greg Heller Wealth Manager - Heller Capital Resources
Our mission at Heller Capital Resources is to establish lifelong relationships with our clients through education, trust, and communication. My team and I provide personalized financial advice and services to help each individual reach their lifetime goals and achieve peace of mind that will last for generations.
(310)473-5445 (310)473-5775 Fax
11835 W Olympic Blvd Los Angeles, CA 90064-5812 -
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Heller Capital Resources is a full-service, financial planning and investment management firm. We offer independent financial advice to our clients in the areas of retirement, estate, tax, education and insurance planning, and investment/portfolio management.
Since 1988, Heller Capital Resources has provided comprehensive financial planning and a variety of financial services to individuals and businesses. Through the years, the firm has realized tremendous growth in clientele and assets under management. Our mission is simple: to establish life-long relationships built upon education, trust, communication and service.
As part of our commitment to helping clients reach their lifetime goals, we carefully listen and respond appropriately to their needs and concerns. We concentrate on imparting professionally sound advice aimed at providing peace of mind. Additionally, we look to provide a level of financial security complementary to clients’ short- and long-term life style objectives.
Financial Planning Business Consulting Tax Planning Investment Advisory
High net worth individuals and businesses.
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Charities
Jordan Farmar Foundation, Mattel Children’s Hospital, etc.
