What our clients and professional alliances say

“I want to recommend Judy Heft and her team. They handle several of my clients’ accounts and the personalized service cannot be beat. I would strongly recommend this firm for their expertise in their business abilities.”

Judy Stern

SVP and Group Director, Signature Bank

“JHA has truly been a blessing in my life. Liz and the JHA team have been so great keeping all of my bills paid, especially these expensive contractors down payments, keeping me in the loop with everything and making great progress on my home. I could not be more thankful for everything that JHA has done for me so far. I am looking forward to continuing to work with them for years to come.”

Joan Bernhard

Financial and Lifestyle Concierge Client

Working with Judith Heft & Associates has truly been a blessing. They organized all of my financials and keep me on track of all of my bills, how much I have in the bank and on my credit cards and how much I spend. I couldn’t have asked for a more competent and transparent company to help with my financials.”


“I want to thank you for the exceptional service you have provided me. At every step and turn, I felt your competence, integrity, and support. I also greatly appreciate how generous you were with the hours.”

Michelle from Weston, CT

“Judith Heft and Associates were amazingly helpful to my brother and me after our mother passed away. They have helped us get through all of the steps necessary and led us to all of the right people who have assisted us in getting Mom’s estate settled. Neither my brother nor I live in Stamford where Mom had a condo which was in need of light renovations before we could put it on the market. Judith and her very professional team handled all of the details right down to selecting new carpet, hiring the installer, hiring painters and putting us in touch with a very professional realtor. The condo sold in less than two weeks!  I am not sure how we would have done any of this without the incredible service we received from Judy’s firm. 

Sherry Meeks

“I met Judy in 10/2020 through USA500, where she is highly regarded as an excellent bookkeeper. I then invited her to speak on my YouTube channel, Genxsmartie, where she shared some great tips for people to balance their budgets and gain a better understanding of their finances, particularly during COVID. She is very personable and quite knowledgeable!”

Regina DeMeo

Attorney at Law, Law Office of Regina DeMeo

“I’ve known and worked with Judy Heft for almost a decade now. She and her team deliver much more than just paying bills. Their professional reports enable us to give our clients sound and solid guidance when we are working with them. This is invaluable with budgeting, of course, as well as structuring their financial and estate plans. No questions are left unanswered and no detail is too small. And, as importantly, they are always courteous, available and helpful.”

Randy Kaufman

Senior Vice President, EMM Wealth

“When I am doing tax planning, financial planning or tax compliance work for a Judith Heft & Associates client, I am sure to receive any and all information I could possibly need to do my work efficiently. Not only is the information provided promptly and in a manner that makes my work easier, the organization provides insight into the client, that most clients could not do directly for themselves.”

Ed Schechter

CPA, Berkow, Schechter & Co. LLP

“I asked Judy if she could help a client of mine who recently had a stroke. Not only was she attentive to her, but pointed out to the family as well as myself, financial and tax issues that should be addressed. She was an advocate for my client, a virtue that simply cannot be overstated.”

Sally Maybruch

CPA, Manager Citrin Cooperman

“Thank you again for the great care you take of me and my family. I don’t think you know how much I count on you!”

John Gaston Jr.

“My clients are busy executives with complicated lives. They often have multiple homes, many credit cards, with difficult transactions going on at all times. The one thing they don’t have is time to waste. When I send my clients to Judith’s team, I know that they’ll be taken care of with grace, care and good humor. That’s particularly helpful at tax time – getting everything all compiled together so the accounting process goes smoothly. What else could a wealth adviser possibly ask for? I’m delighted to refer any of my clients to Judith Heft Associates.”

David Edwards of Heron Wealth

“Judy’s bookkeeping always lets me know the exact amount of money in my business. I’m able to spend my time doing the other important aspects of my business – being with clients, getting work done, or marketing – that I don’t need to spend those hours bookkeeping.”

Anthony M. Verna III, Esq. Verna Law, P.C.

“Judy is responsible, trustworthy and fun to work with. Judy makes sure that I am organized.”

Gray Fadden

“Judy is an invaluable resource for me and my clients. I have referred numerous clients to Judy for help with getting their financial life in order. Judy and her team keep my clients in good financial health by paying bills on time, taking required minimum distributions from retirement accounts, making sure they know what assets they have as well as keeping their debt under control. She is efficient, organized and pleasant to work with. I enjoy working with Judith Heft & Associates and I know they take excellent care of their clients.”

Barbara Koteen

Partner, Diserio, Martin O’Connor & Castiglioni, LLP

“I called Judy and she immediately whipped my office into shape. With Judy handling all my financial paperwork, I have much more time to spend with my children!”

Kim Cobb

“At tax time, Judy and her team are prepared to collect my tax documents, fill out my tax organizer and work closely with my CPA and other financial professionals. She joins in meetings with my other advisors and it’s easy to discuss financial matters with her.”

Barrie Sommerfield

“We were so thrilled to find Judith Heft at a difficult, stressful time as we tried to manage the paperwork, financial and otherwise, of two family members. Judy has been a lifesaver who has made years of care-giving so much less stressful. She and her staff have given us the great gift of peace of mind and much more!”

Lonnie and Doug Gardner

“Judy has been working with me as my personal CFO and concierge for over five years. She not only pays my bills in a timely manner, she keeps my financial records organized. At tax time, I am able to give an itemized report of income and expenses for my primary home and my rental property to my CPA.”

Reynolds Girdler