Mary Heltzel of Stifel’s Heltzel Kalloz Financial Advisory Group has served her community as a financial advisor for more than 25 years. She takes pride and joy in building relationships with her clients and helping them on their journey toward realizing their dreams. Mary believes in two principles: putting her clients’ interests first and providing outstanding personal service. She specializes in helping families plan for the treatment of loved ones who require special care, working with clients’ other professional advisors, and developing tax-advantaged strategies to help ensure their loved ones continue to lead a comfortable life. Mary was named to Forbes’ America’s Top Women Wealth Advisors list for 2020. This year’s Top Women Wealth Advisors list spotlights 1,000 top advisors across the country who were nominated by their firms – and then researched, interviewed, and assigned a ranking within their respective states.
STIFEL’S HELTZEL KALLOZ FINANCIAL ADVISORY GROUP
235 St. Charles Way, Suite 100, York, PA 17402 | (717) 741-8900 | Stifel, Nicolaus & Company, Incorporated Member SIPC & NYSE | stifel.com | heltzelkallozfinancial.com
Forbes’ America’s Top Women Wealth Advisors, April 21, 2020. Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 32,000 nominations. Investment performance is not a criterion. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved. See www.heltzelkallozfinancial.com for more information on the criteria and methodology.
