Jeffrey Heitzman
Certified Financial Planner at Heitzman & Associates, Inc.
- Role
- CEO Owner at Heitzman & Associates, Inc
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jeffrey Heitzman
Hello, I’m Jeffrey Heitzman, with Heitzman & Associates, Inc. offering long term…
Experience
CEO Owner
Jan 2000 — Present
Education
Purdue University
BS
1986 — 1989
Grand Rapids Junior College
Associate’s Degree
1984 — 1986
Skills
- Asset Allocation
- Mutual Funds
- Fixed Annuities
- Wealth Management
- Securities
- Estate Planning
- Strategic Financial Planning
- Retirement Planning
- Series 7
- 401k
- Investment Advisory
- Investments
- Long-Term Care
- Alternative Investments
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