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Experience From 1948 to Now
We Have Thrived Through the Many Changes That Have Taken Place in Estate and Financial Planning
Your Financial Partners
Heinz & Associates and Heinz-Daniel Associates, Inc. have 3 employees and specialize in retirement solutions for high-net-worth individuals. These services include IRA and Roth beneficiary planning, advanced estate planning, dynastic planning, cash flow planning, and investment advice.
The principal of the firm is Heather Heinz Szyperski. Heather’s father, Charles Heinz, passed away in March 2020, and her grandfather, Bill Heinz, passed away in September 2014.