Heintz Financial
Nicholas A. Heintz
Wealth Management Advisor|CFP®, ChFC®
Our Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Nicholas A. Heintz
CFP®, ChFC®
Wealth Management Advisor
Heintz Financial is dedicated to helping clients set goals and accomplish their vision. We take pride in our education and expertise in financial planning strategies for motivated individuals, families, and businesses around the country. Feel free to introduce yourself and see if we are a fit!
Jennifer Rivera
Client Service Administrator
Phone: (315)-731-5416
Email: Jennifer.Rivera1@nm.com
Megan Lyn Perrault
Director of Planning and Investment Operations
Ashleah Ford
Contract, License and Registration Coordinator
Max David Heller
Onboarding Assistant
Peter Barr
Financial Planning Associate
Brian M Fennell
Client Service Associate
Lending a hand in our community.
At our firm, we are proud to give back to our community! Below are just a few of the partnerships we have to make a positive impact. Please reach out if you have a community effort you are passionate about!
The American Heart Association
We have participated in CycleNation Utica as well as America's Greatest Heart Run and Walk in an effort to raise money for heart disease research.
The American Cancer Society
The Real Men Wear Pink Campaign focuses on community leaders raising money for cancer research. Nick has been a participant in multiple campaign years wearing pink for 30 days and raising funds to help find a cure.
The Greater Utica Chamber of Commerce and Catalyst Group
We are a major advocate of the Utica Chamber of Commerce and the organization's efforts to bring together local businesses, create positive community impact, and economic growth. We have worked together with The Utica Chamber of Commerce and The Catalyst Group for over ten years volunteering in the community.
