Joseph Heintzelman, Financial Advisor

Focus Areas

  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings

About Joseph

"Do I need help with my finances?" "How do I avoid common financial mistakes?" "Am I on track?" Have you ever asked yourself these questions? My wife and I did. In 2004, while in college, we felt like we were spinning our financial wheels. But we thought financial advisors were only for the wealthy. This was confirmed after visiting other firms and being told we needed a large sum to invest. Then we walked into an Edward Jones office and were told we could start investing with small monthly deposits. We instantly became clients and with the assistance of our...

Work History

  • Edward JonesNovember 2017 to Current

Education

  • Brigham Young UniversityBachelor of Science

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