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.

<p>Should You Ever Retire?</p>

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
<p>Charitable Giving: Smart from the Heart</p>

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
<p>Bridging the Confidence Gap</p>

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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