Heitzman & Associates

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

233 Fulton St E Ste 224, Grand Rapids, M...

Phone Number

(616) 774-2372

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Heitzman & Associates

Heitzman & Associates, Inc. specializes in creating personalized financial roadmaps to guide individuals, families, and businesses toward their financial goals and dream retirement. They simplify complex financial concepts and provide honest advice, fostering long-term relationships built on trust and integrity. As part of Canvas Financial, they offer a diverse range of investment opportunities and holistic financial guidance. Their services are tailored to meet the unique needs of each client, ensuring that financial strategies align with personal definitions of financial independence.Explore more
Heitzman & Associates's Social MediaPopular SearchesHeitzman & Associates IncHeitzman Associates IncHeitzman & AssociatesHeitzman Advisory Group IncJeffrey HeitzmanSIC Code 62,628NAICS Code 52,523Show more

Heitzman & Associates Org Chart

Jeffrey Heitzman, Chief Executive Officer & Owner at Heitzman & Associates
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Chief Executive Officer & Owner

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AK
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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heitzman & Associates

<$5M
1-10
Private
-
1998
Jeffrey Heitzman, Chief Executive Officer & Owner at Heitzman & Associates
Jeffrey HeitzmanCEO & Owner
<$5M
1-10
Private
-
2016
LS
Lanet SpenceRegional VP & Development Advisor
<$5M
1-10
Private
-
-
JD
James DessjukInvestment Advisor & Representative
<$5M
1-10
Private
-
2018
KG
Kevin GallagherFounder & Managing Partner
<$5M
1-10
Private
-
2015
WG
William GoodmanFinancial Professional
<$5M
1-10
Private
-
1993
EC
Erica CurranSenior Mgr. Bus. Dev.
<$5M
1-10
Private
-
-
TB
Troy BetthauserFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Heitzman & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Heitzman & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Heitzman & Associates.

Heitzman & Associates Tech Stack

A closer look at the technologies used by Heitzman & Associates

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Frequently Asked Questions Regarding Heitzman & Associates

What is Heitzman & Associates's official website?
Heitzman & Associates's official website is www.heitzman-associates.com
What is Heitzman & Associates's Revenue?
Heitzman & Associates's revenue is <$5 Million
What is Heitzman & Associates's SIC code?
Heitzman & Associates's SIC: 62,628
What is Heitzman & Associates's NAICS code?
Heitzman & Associates's NAICS: 52,523
How many employees does Heitzman & Associates have?
Heitzman & Associates has 1-10 employees
What industry does Heitzman & Associates belong to?
Heitzman & Associates is in the industry of: Finance, Securities Trading
What is Heitzman & Associates competition?
Heitzman & Associates top competitors include: DND Wealth Management, One Stop Financial Services, Betthauser Wealth Management, Coho Financial Group
What technology does Heitzman & Associates use?
Some of the popular technologies that Heitzman & Associates uses are: Squarespace Online Stores, Smarsh, Adobe Typekit, Microsoft 365
How do I contact Heitzman & Associates?
Heitzman & Associates contact info: Phone number: (616) 774-2372 Website: www.heitzman-associates.com
What does Heitzman & Associates do?

Heitzman & Associates, Inc. specializes in creating personalized financial roadmaps to guide individuals, families, and businesses toward their financial goals and dream retirement. They simplify complex financial concepts and provide honest advice, fostering long-term relationships built on trust and integrity. As part of Canvas Financial, they of... fer a diverse range of investment opportunities and holistic financial guidance. Their services are tailored to meet the unique needs of each client, ensuring that financial strategies align with personal definitions of financial independence.Read More

What are Heitzman & Associates social media links?
Heitzman & Associates Linkedin page Heitzman & Associates Twitter page Heitzman & Associates Facebook page
Is Heitzman & Associates a public company?
Heitzman & Associates is private company therefore does not currently have an official ticker symbol
See more information about Heitzman & Associates

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