Client Testimonial

“My wife and I would highly recommend Heintz Financial to anyone seeking financial and investment advice. He has drastically changed our short-term financial situation, as well as set us up for long term success…We both feel very ahead with our investment plans for our retirement and have made great progress in a short period of time all due to Nick's great advice and guidance. Our futures look very bright, and we could not recommend Heintz Financial more.” -Preston Patak, RN

Preston Patak, Client | Registered Nurse | New York
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Welcome to Heintz Financial!

As a trusted financial planning practice, Heintz Financial is dedicated to helping clients set goals and accomplish their vision. With our extensive expertise in financial planning strategies for motivated individuals, families, and businesses, we are committed to delivering solutions tailored to each client's unique needs and circumstances.

Financial security can be achieved through long term planning. With over a decade of service to clients, we understand families are looking for a team they can entrust for generations to provide sound advice and help accomplish financial security.  

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4