Join us for a live webinar with Judith Heft, Financial Concierge.
More details to follow!
Judy Heft is your personal CFO, life advocate, and wellspring of financial wisdom—whether you are a busy parent, young person struggling with student loans, or a high-net worth philanthropist.
With a background in small business, bookkeeping and advocating for older Americans, Judy’s utmost concern is confidentiality and information security. Judy combines extensive business management experience with a strong sense of caring for each of her clients. In her more than two decades of experience in the retail industry, she developed broad-based abilities to handle a wide range of financial matters. Judy has owned conventional and Internet-based retail businesses, where she was responsible for daily operations and management, purchasing, sales, accounts payable and receivable, and personnel.
The skills Judy brings to each client are on tap for any situation. In the 20 years since Judith Heft & Associates was founded, Judy has seen it all; from less-than-honorable people insinuating themselves into the wills of older Americans, to resolving identity theft—and educating her clients on how to avoid it again in the future.