Premier Life Advisors

Kristen Heller headshot

Kristen Heller

Planning for Good

Refer this person:

Financial Advisor
20 Cabot Blvd. Suite 300, Mansfield, MA 02048

Everyone’s financial situation is different and sifting through it can be complex.  Whether you are looking toward a secure retirement or just starting a college savings for your children, I use a partnered approach; working closely with you and leveraging the team resources at Baystate to draw upon the knowledge of associates and field specialists. Together we work to understand your financial goals and develop a customized comprehensive strategy designed around your current and future needs.  I collaborate, not dictate.

 

I know first-hand how overwhelming it is to find a trusted financial professional to help you with your financial future.   The relationship you form spills into all aspects of life.  When my mom’s struggle with Parkinson’s Disease forced us to make tough decisions, my advisor relationship was invaluable. Knowing some of the harsh realities we and others in similar situations face, is what motivates me every day to help you reach your goals and mitigate risks you cannot predict.

 

New England has always been my home and Holliston, Massachusetts is where my husband, Chris and I are raising our two boys.  Whether venturing out on the beaches of Cape Cod, visiting the ski mountains of New Hampshire or camping in the green forests of Vermont, my family and I enjoy all that New England has to offer.

 

 

 

Contact Me

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