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How does the advisor help clients – Key Takeaways:
Jeffrey Walter Heisey is a seasoned financial expert with years of experience helping clients achieve their financial goals. He offers a range of financial services and caters to various types of clients. Here are some key takeaways about Jeffrey Walter Heisey’s services:
- Experienced financial expert
- Offers comprehensive financial services
- Serves a diverse range of clients
- Transparent and fair fee structure
- No disciplinary or legal actions on record
Facts and Insights
Whenever clients seek financial advice, they want to work with someone who understands the complexities of the market and can guide them effectively. Jeffrey Walter Heisey fits this criteria seamlessly. With years of experience in the financial industry, he is well-equipped to offer sound and reliable advice to his clients.
In addition to expert advice, Jeffrey Walter Heisey also provides valuable insights on the latest market trends and potential investment opportunities. This enables his clients to make informed decisions and stay ahead of the curve in terms of their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 5+ | 10+ years |
Financial Services Offered
Jeffrey Walter Heisey offers a comprehensive range of financial services to meet the diverse needs of his clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Jeffrey Walter Heisey caters to a broad spectrum of clients, including individuals, families, business owners, and high net worth individuals. He also offers his services to corporate clients, helping them with their employee retirement plans and other financial needs.
Fees & Compensation
Jeffrey Walter Heisey believes in transparent and fair fee structures. He charges a percentage of clients’ assets under management as his fee, which encourages him to maximize their investments. This fee structure is a win-win situation for both the clients and the advisor, as the advisor’s compensation is directly tied to the performance of the clients’ portfolios.
Background
With over a decade of experience in the financial industry, Jeffrey Walter Heisey has built a solid reputation for himself as a top financial advisor. He has a bachelor’s degree in finance and has obtained various professional certifications and licenses, including the Certified Financial Planner (CFP) and the Chartered Financial Consultant (ChFC) designations. He is also a member of various industry associations, including the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA).
Financial Advisor Disclosures to Know
When choosing a financial advisor, it is crucial to be aware of any disciplinary or legal actions on their record. Brokers, investment advisors, and other financial professionals are required to disclose any relevant information on the Financial Industry Regulatory Authority’s (FINRA) BrokerCheck website. Upon conducting a search for Jeffrey Walter Heisey, there are no reported disclosures for him.