Broker Check

Products & Services

Heitzman & Associates offers long term customized financial services through Cetera Advisors LLC. We gather information from our clients to help us best determine how to fulfill each clients needs, objectives, and risk tolerances. We recognize that all clients needs are different, and offer a variety of investment products and services to fulfill those needs. If our clients have issues or needs we cannot fulfill, we are able to refer them to the right professionals (attorneys, CPA's, etc.).

Heitzman & Associates continually seeks out and evaluates new and existing types of investments. We attend educational seminars and classes regularly, not only to further our investment knowledge, but also to pass that knowledge on to our clients. With this knowledge we strive to offer our clients the best investment products and investment strategies available.

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Plans
  • College Plans
  • 529 and Educational IRA
  • Estate Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance

Heitzman & Associates has over 50 years of combined financial service experience. We feel with our experience comes a certain wisdom, knowledge, and "common sense", essential in quality financial planning.

We provide assistance in the following areas:

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