


Heitzman & Associates Revenue
Financial Services • Grand Rapids, Michigan, United States • 1-10 Employees
Heitzman & Associates revenue & valuation
| Annual revenue | $3,507,941 |
| Revenue per employee | $1,170,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $11,300,000 |
| Total funding | No funding |
Key Contact at Heitzman & Associates
Jeffrey Heitzman
CEO / Owner
Company overview
| Headquarters | 233 E Fulton, Suite 224, Grand Rapids, MI 49503, US |
| Phone number | +16167742372 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Debt Management, Risk Management, Financial Services, Income Planning, Retirement Planning, Estate Planning, 1031 Exchange, Tax Management, College Savings, Employee Stock Option Planning, Social/Impact Investing |
| Employees | 1-10 |
| Socials |
Heitzman & Associates Email Formats
Heitzman & Associates uses 1 email format. The most common is {first name} (e.g., john@heitzman-associates.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@heitzman-associates.com | 100% |
About Heitzman & Associates
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. All of the endorsements and/or client testimonials posted on this Facebook page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Heitzman & Associates has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Heitzman & Associates has never raised funding before.
Heitzman & Associates Tech Stack
Discover the technologies and tools that power Heitzman & Associates's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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