Heckman Financial & Insurance Services Inc-HFIS 333 West Santa Clara Street, San Jose, CA 95113
About the Business
Heckman Financial & Insurance Services Inc-HFIS is a well-established institution located in San Jose, California. As a trusted accounting, finance, and insurance agency, we provide comprehensive financial solutions to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with tax planning, investment strategies, or insurance coverage, HFIS is here to provide personalized service and expert guidance. Visit us at 333 West Santa Clara Street to learn more about how we can help you secure a stable financial future.
Photos
Location & Phone number
333 W Santa Clara St 6th Floor, San Jose, CA 95113, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been working with Eric for seven years. He is knowledgeable on the investment choices. He also practices life long learning which is valuable for me as a client as I know he is aware of the latest and greatest offerings. His staff is responsive and highly professional."
"Really enjoy working with Eric and the team. Super professional, responsive, and fun. I have 100% piece of mind that I'll be able to retire worry free since I've been working with HFIS for the last dozen years to ensure it."
"My wife and I signed up with Eric almost 20 years ago when a personal disaster demanded all our attention and we couldn't follow our finances in detail. He and his team have taken great care of us since that time."
"Heckman Financial has been providing financial services for my family for over 15 years. Eric is a great source of information for investment advice and keeps up with the latest opportunities. He has guided me to a solid plan that is producing great results and is proactive in recommending adjustments as the years go by. I can relax, knowing I am in good hands!"
"I've been with Heckman Financials for a long time. I decided to switch after a national financial services firm couldn't offer me the personal services to meet my requirements. Eric and his staff did a great job in assessing my needs and crafting a personal plan for me and my family. They recommend changes and updates to keep my plan up to date."
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