Heckman Financial & Insurance Services Inc-HFIS

Eric is a well-known speaker and author in the San Jose area. He has been the president of Heckman Financial & Insurance Services, Inc. for more than 25 years. This firm offers comprehensive, objective advice that helps people protect their assets, increase their income, and potentially decrease their taxes. Eric also established the non-profit 501(c),3 Financial Knowledge Institute. He is the author of "Worry Less Wealth." Eric has lived in San Jose for over 25 years and serves on the board of the Rotary Club San Jose Foundation. He and Anna have been married since their college graduation. They have three kids, all of whom are very busy. In their spare time, Eric and Anna are remodeling their 1937 Naglee Park house.

The Heckman Financial Services reviews show that Eric Heckman and his team are trusted and respected by a large number of clients, based on their personal experience. Clients enjoy working with Eric because he is knowledgeable and proactive, which they find reassuring. Eric values lifelong learning, enabling him to provide accurate information and adapt to the ever-changing investment scene. Clients feel that Eric and the staff are professional and responsive, all echoing the piece of mind they get when they think about retirement in years to come. Up front, the client portal is easy to use and is updated periodically with your financial plan, which is very helpful. I trust Eric at all times and have never experienced a series of bad results since switching to his services. Overall, the clients agreed that they are in good hands with Eric and appreciate the company's personalized approach.