Heckman Financial and Insurance Services, Inc. Email Format

Financial ServicesCalifornia, United States11-50 Employees

Heckman Financial and Insurance Services, Inc. operates in the financial services sector, offering advisory and insurance services through a California-based firm. The organization emphasizes helping clients pursue a “Worry Less Wealth” approach by preserving assets, increasing income, and reducing taxes, aiming to provide objective, comprehensive financial guidance for retirement planning. Its client base appears to consist of individuals seeking tailored strategies for asset protection and income optimization within a retirement context. The firm is headquartered in San Jose, California, and maintains a local presence with leadership led by founder and president Eric Heckman, CFP®, while also engaging in broader educational activities through related initiatives and publications. Acknowledging regulatory context, the company notes that investments carry risk and emphasizes suitability and a review of objective, risk tolerance, and time horizon.

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