Broker Check

How We Do Business

We offer long term customized financial services*

We offer long term customized financial services*

We gather information from our clients to help us best determine how to fulfill each client’s 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.

Heitzman & Associates meet with clients as often and as necessary as the client sees fit, to review their investments. As client's investment attitudes, needs and objectives change over time the need to review increases. We not only work for our clients, but with them, to make thoughtful and wise decisions about their financial future.

Working With A Financial Professional

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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