Annie Heyen - Financial Advisor at Equitable Advisors

Annie Heyen - Financial Advisor at Equitable Advisors Financial Advisor | Helping Women Navigate Career Changes, Divorce, Retirement & Major Life Transitions

I help women and families gain financial clarity, confidence, and peace of mind through personalized planning and financial education. From career changes and growing families to retirement and life's unexpected transitions, I provide guidance that helps clients make informed decisions and move forward with confidence. My mission is to make financial planning approachable, empowering, and centered around what's most important to you.

I was honored to be part of the Empire & New England Women’s Summit this year in Albany. Bringing together two branches ...
06/17/2026

I was honored to be part of the Empire & New England Women’s Summit this year in Albany. Bringing together two branches created a stronger, more connected community of female financial professionals and has left us all energized and inspired.

Wishing you a day filled with gratitude this Thanksgiving!
11/28/2025

Wishing you a day filled with gratitude this Thanksgiving!

Today we honor the courage and commitment of our nation's veterans. Thank you for your service!
11/11/2025

Today we honor the courage and commitment of
our nation's veterans. Thank you for your service!

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
11/03/2025

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

Worried that inflation may rise in the years ahead? You’re not alone.
10/31/2025

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

What would happen to your loved ones if you were gone? Make financial preparations today.
10/29/2025

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Are you ready for school—again?
10/27/2025

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
10/24/2025

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Address

507 Plum Street Suite 200
Syracuse, NY
13204

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