Jeffrey Heitzman

CEO / Owner at Heitzman & Associates, Inc. - Grand Rapids, MI, US

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N/A
Location
Grand Rapids, Michigan, United States
Company
Heitzman & Associates, Inc.
Jeffrey Heitzman's Company Details
Heitzman & Associates, Inc. logo, Heitzman & Associates, Inc. contact details

Heitzman & Associates, Inc.

Grand Rapids, MI, US • 5 - 9 Employees
Financial Services

We utilize a variety of services to help create a comprehensive financial plan for both our individual and business clients. Our approach is based on your financial and life goals.Jeff Heitzman offers products and services using the following business names: Heitzman & Associates, Inc. or Canvas Financial – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org and www.sipc.org) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Heitzman & Associates, Inc. or Canvas Financial.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.

Financial Planning Social/Impact Investing Tax Management Estate Planning Risk Management Income Planning Retirement Planning Debt Management College Savings Employee Stock Option Planning and 1031 Exchanges Financial Services and 1031 Exchange
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