HEINZ-DANIEL ASSOCIATES

Heinz & Associates, Inc. has clients with net worth from $3,000,000 to $350,000,000. We are dedicated to our clients to assure all the parts of their financial plan work together to accomplish their goals. We understand that most of our clients are more concerned with financial security than risking principal for large return of their money. Our primary goal is to secure our clients' lifestyle for their life and the life of their spouse. Our secondary goal is to help our clients leave their children a legacy that will empower instead of poison... Heinz-Daniel was founded by Bill Heinz in 1962 with the goal of providing premier financial services to businesses and business owners. We are extremely customer oriented and our staff consists of both in-house and affiliated experts designed to give our clients the very best advice and products. Combined we have over 90 years in the industry and our employees have an average longevity of over 19 years.

Also known as: Heinz-Daniel Associates, Inc.

Primary location: Atlanta United States