Heitzman & Associates, Inc. Employee Directory
Financial ServicesMichigan, United States2-10 Employees
Heitzman & Associates, Inc. is a small financial services firm based in Grand Rapids, Michigan, offering comprehensive financial planning for both individuals and business clients. The firm emphasizes tailoring guidance to align with clients’ financial and life goals and adopts an integrated approach that draws on a range of services to form a complete plan. The practice operates under multiple names, including Canvas Financial for insurance and financial services, and collaborates with Ameritas Investment Company and Ameritas Advisory Services for securities, investments and investment advisory services. These Ameritas entities are not affiliated with Heitzman & Associates, and products are available only in states where the representatives are registered. Investors are advised to review the relevant prospectuses, and representatives do not provide tax or legal advice; third-party content is not endorsed by the firms.