Jeffrey Heitzman Email & Phone Number
CEO and Owner @ Heitzman & Associates, Inc.
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Jeffrey Heitzman Location
- Grand Rapids, MI, US
Jeffrey Heitzman Work
- CEO and Owner @ (January 2000 - Present)
- Financial Service Industry @ (June 1989 - Present)
- Financial planner @ Horses Mouth (January 1989 - January 2016)
Jeffrey Heitzman Education
- Purdue University
BS (Financial Planning)
1986-1989 - Grand Rapids Junior College
Associate’s Degree (Business Administration and Management, General)
1984-1986 - West Catholic High School 1980-1984
Jeffrey Heitzman Skills
- Estate Planning
- Fixed Annuities
- Investments
- Long Term Care
- Business Development
- Project Management
- Asset Allocation
- Retirement Planning
- Series 7
- Wealth Management
- Alternative Investments
- Public Speaking
- Securities
- Mutual Funds
- Strategic Financial Planning
- Microsoft Word
- Strategic Planning
- 401k
- Finance
- Investment Advisory
- Lean Manufacturing
Jeffrey Heitzman Summary
- Jeffrey Heitzman, based in Grand Rapids, MI, US, is currently a CEO and Owner at Heitzman & Associates, Inc.. Jeffrey Heitzman brings experience from previous roles at Heitzman & Associates, Inc. and Horses Mouth. Jeffrey Heitzman holds a 1986 - 1989 BS in Financial Planning @ Purdue University. With a robust skill set that includes Estate Planning, Fixed Annuities, Investments, Long Term Care, Business Development and more. Jeffrey Heitzman has 3 emails and 2 mobile phone numbers on RocketReach.
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