Dec 15, 2020 | Meet A Mom from The Stamford Local Mom’s Network by Adam Levy

Meet Liz!

How many kids do you have and what are their ages?
I have two amazing teen girls ages 14 and 16.

What are your favorite family activities in Stamford?
We love to go to the farmer’s markets that pop up around town. We are also a gaming family and love the Escape rooms. During COVID, we found a cool outdoor Escape Room called CluedIn – finding geo-clues in downtown Stamford.

Why did you decide to raise your family in Stamford?
I was born and raised in NYC, and I wanted to provide my children with the same gift of growing up in a culturally diverse community. I have not once been disappointed in the breadth of backgrounds in Stamford, and I love what we all bring to the table together as one.

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Judith Heft & Associates Launches ‘Lifestyle’ Concierge Division

STAMFORD, Conn. (Oct. 7, 2020) – Judith Heft & Associates, a boutique financial concierge serving high-net-worth individuals locally and nationwide, is expanding its scope of specialty services with the launch of a “Lifestyle Concierge” division. The Stamford-based company has rebranded itself as Judith Heft & Associates Financial & Lifestyle Concierge to reflect its new division and broadened expertise to satisfy a growing demand for tailored personal services.

“We’ve added ‘Lifestyle’ to our name as part of our rebranding, which is designed to mirror the growth and transformation of our company,” said Judy Heft, founder and CEO of Judith Heft & Associates Financial & Lifestyle Concierge. “The Covid-19 pandemic has prompted most everyone to rethink their work/life schedules and while no two routines are alike, one common thread resonates: We all need more time. That’s where we step in, to handle the minutiae of everyday life and give our clients back their time.”

Heft has tapped business management specialist Liz Levy to lead the Lifestyle Concierge division as Chief Financial Officer. Levy brings more than 25 years of executive-level experience in sales, marketing and business development in a wide variety of industries ranging from education and resort management, to aerospace technology and corporate real estate.

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Judith Heft – Financial Concierge

Who knew helping to manage her mom’s clothing store would give her the skill to start her own business years later. Judy Heft began working for her mom as soon as she was old enough. In high school she was in charge when her parents went on vacations and she… Continue Reading..

Judith Heft & Associates Welcomes New Staff Member

December 2010 Results: Stamford, CT – (October 19, 2010) — Judith Heft & Associates, LLC, specialists in personal, financial, and organizational bookkeeping and daily management, recently announced a staff expansion with the hiring of Account Manager Sharon Wilson, CPA, a financial accounting executive with over 10 years of both public and… Continue Reading..

Judith Heft Appointed to the Senior Services of Stamford Board of Trustees

Stamford, CT – (June 29, 2011) – Judith Heft was recently named to the Board of Trustees for Senior Services of Stamford. The organization, which has been in operation for over a century, offers financial assistance, counseling and advocacy for senior citizens in Stamford. Judith Heft & Associates recently celebrated its…  Continue Reading..

Judith Heft & Associates Celebrates 15th Anniversary

April 2011 Results: Financial Organization Services in Southern Fairfield County Since 1996 Continue reading “Judith Heft & Associates Celebrates 15th Anniversary”  Continue Reading..

Judith Heft Wins Co-Networker of the Year Award

March 2011 Results: 2010’s Co-Networker of the Year, Judy Heft, with her trophy awarded from Gotham City Networking, Inc. Heft, a resident of Stamford, handles personal finance and organization for individuals and family offices. Her company, Judith Heft & Associates, has offices in Stamford and Greenwich, Connecticut. She and fellow…  Continue Reading..

Judith Heft & Associates’ Website Wins “Big W” Award

July 2010 Results: Stamford, CT (July 12, 2010) – Judith Heft & Associates’ website ( received a Silver “Big W” award at the Advertising Club of Westchester (ACW) Awards Gala recently held at Abigail Kirsch Tappan Hill. Judith Heft & Associates specializes in personal, financial, and organizational bookkeeping and daily management.…  Continue Reading..

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Judy’s interview with Suzanne Longstreet, Success & Clarity Coach on her Pinkpreneur Podcast


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Judith Heft & Associates Receives 2020 Best of Greenwich Award

Greenwich Award Program Honors the Achievement

GREENWICH May 21, 2020 — Judith Heft & Associates has been selected for the 2020 Best of Greenwich Award in the Financial Organizing Consultant category by the Greenwich Award Program.

Each year, the Greenwich Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Greenwich area a great place to live, work and play.

Various sources of information were gathered and analyzed to choose the winners in each category. The 2020 Greenwich Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the Greenwich Award Program and data provided by third parties.

About Greenwich Award Program

The Greenwich Award Program is an annual awards program honoring the achievements and accomplishments of local businesses throughout the Greenwich area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value.

The Greenwich Award Program was established to recognize the best of local businesses in our community. Our organization works exclusively with local business owners, trade groups, professional associations and other business advertising and marketing groups. Our mission is to recognize the small business community’s contributions to the U.S. economy.

SOURCE: Greenwich Award Program

Greenwich Award Program

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Judy Heft: Time to harvest your assets

December 14, 2020

No one knows better than you how hard you work. And you should be entitled to reap the benefits of your labors. That’s why protecting your assets is critical for yourself and your loved ones now and for the long term.  Continue Reading…

Judy Heft of Judith Heft & Associates: The Power of Flexibility; How I Was Able To Pivot To A New Exciting Opportunity Because Of The Pandemic

November 21, 2020

The COVID19 pandemic has disrupted all of our lives. But sometimes disruptions can be times of opportunity. Many people’s livelihoods have been hurt by the pandemic. But some saw this as an opportune time to take their lives in a new direction.
As a part of this series called “How I Was Able To Pivot To A New Exciting Opportunity Because Of The Pandemic”, I had the pleasure of interviewing Judy Heft.  Continue Reading…

Judy Heft: Five ways to protect your financial health during the pandemic

Are your savings being impacted by the pandemic? The financial impact of the pandemic coupled with anxieties about staying healthy is weighing on all of us. While we are practicing social distancing, we need to get closer than ever to our financial health and make sure we are prepared for all “what if” scenarios. Here are five tips to stay on top of your finances  Continue Reading…


Judy Heft: 10 steps to improve financial health

It’s never too late to get your finances order. In fact, summer is a prime time for many to focus on their finances as work tends to ease up. Here are 10 steps to improve your financial health Continue Reading…

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