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Matt H
Series 66
Harlingen, TX
Ameriprise
Matt Heffernan is a financial advisor with Ameriprise in Harlingen, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2004. Outside of his advisory role, Heffernan serves as the finance chair on the board of directors for United Way in Harlingen. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.
David H
Series 63
Harlingen, TX
Ameriprise
David Heffernan is a financial advisor with Ameriprise in Harlingen, TX, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and ongoing advice.
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