
Jeffrey Higgs Cfp
The mission of 3 Dimensional Wealth Advisory (formerly Diefendorf Capital Planning Associates), is to help create and preserve... | 152 Forest Avenue, Locust Valley, United States
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Jeffrey Higgs Cfp’s Emails je****@3d****.com
Jeffrey Higgs Cfp’s Phone Numbers 1516986****
Social Media
Jeffrey Higgs Cfp’s Location 152 Forest Avenue, Locust Valley, United States
Jeffrey Higgs Cfp’s Expertise The mission of 3 Dimensional Wealth Advisory (formerly Diefendorf Capital Planning Associates), is to help create and preserve the values and valuables of families in perpetuity. 3 Dimensional Wealth Advisory is a "total wealth" management firm with a unique approach to financial planning. By redefining wealth in 3 dimensions, one must look beyond the traditional, 1 dimensional approaches to managing financial wealth, and incorporate one’s personal and social wealth. Our incorporation of values based planning will provide a practical path for preparing heirs to create, protect and preserve their own 3 dimensional wealth. Total wealth management services we offer include: asset management, employee benefits, fee-based financial planning, 401k, insurance, multi-generational family wealth counseling, retirement planning, tax planning, and trust services. 3 Dimensional Wealth Advisory and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade Insurance Services offered through Vanderbilt Insurance and other agencies Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100 For additional information on services, disclosures, fees, and conflicts of interest, please visit: http://www.vanderbiltfg.com/disclosures
Jeffrey Higgs Cfp’s Current Industry 3 Dimensional Wealth Advisory
Jeffrey
Higgs Cfp’s Prior Industry
Diefendorf Capital Planning Associates
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3 Dimensional Wealth Advisory
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Work Experience

3 Dimensional Wealth Advisory
Client Relationship Manager
Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Diefendorf Capital Planning Associates
Client Relationship Manager
Wed Oct 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Feb 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)