Heitzman & Associates

Q: What is Heitzman & Associates's official website?

Heitzman & Associates's official website is www.heitzman-associates.com

Q: What is Heitzman & Associates's Revenue?

Heitzman & Associates's revenue is <$5 Million

Q: What is Heitzman & Associates's SIC code?

Heitzman & Associates's SIC: 62,628

Q: What is Heitzman & Associates's NAICS code?

Heitzman & Associates's NAICS: 52,523

Q: How many employees does Heitzman & Associates have?

Heitzman & Associates has 1-10 employees

Q: What industry does Heitzman & Associates belong to?

Heitzman & Associates is in the industry of: Finance , Securities Trading

Q: What is Heitzman & Associates competition?

Heitzman & Associates top competitors include: DND Wealth Management , One Stop Financial Services , Betthauser Wealth Management , Coho Financial Group

Q: What technology does Heitzman & Associates use?

Some of the popular technologies that Heitzman & Associates uses are: Squarespace Online Stores, Smarsh, Adobe Typekit, Microsoft 365

Q: How do I contact Heitzman & Associates?

Heitzman & Associates contact info: Phone number: (616) 774-2372 Website: www.heitzman-associates.com

Q: 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

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

Website

www.heitzman-associates.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

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

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SIC Code 62,628NAICS Code 52,523Show more

Heitzman & Associates Org Chart

Jeffrey Heitzman

Chief Executive Officer & Owner

Phone

Ann Kloska

Office Manager

Phone

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Luke Roach

Customer Service Representative

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heitzman & Associates

<$5M

1-10

Private

1998

Jeffrey HeitzmanCEO & Owner

Coho Financial Group

<$5M

1-10

Private

2016

Kiara CarltonAdministrative Manager

DND Wealth Management

<$5M

1-10

Private

N/A

Gallagher Wealth Manageme...

<$5M

1-10

Private

2018

Brandon HsiaPartner

Prizm Wealth Management

<$5M

1-10

Private

2015

William GoodmanFinancial Professional

One Stop Financial Servic...

<$5M

1-10

Private

1993

N/A

Betthauser Wealth Managem...

<$5M

1-10

Private

Kim DonnerClient Relationship Manager

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Heitzman & Associates Tech Stack

A closer look at the technologies used by Heitzman & Associates

Squarespace Online Stores

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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?

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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