Heintz Financial

19 Campion Road, New Hartford, NY 13413

"Nick is very professional and makes me feel like my future is in good hands. He does a lot within his community and is very easy to work with. I highly recommend working with Nicholas."

"For someone who is early in their career like myself, it can be intimidating to figure out how to manage your money. Navigating what the best options are as you save for a wedding, a house, retirement etc is not simple and Nick was the perfect person to help guide me through this. He’s happy to understand your personal and financial goals in order to tailor the perfect next steps and give you a clear view into how best to set up your future. An extremely personable and caring guy - I can’t recommend working with Nick and Heintz financial enough!"

"Nick and the team are incredibly helpful. His end goal for us was to make sure we were setting ourselves up for future success and giving strong recommendations to budget and prioritize saving in the right investment avenues. Would recommend to anyone looking for help with starting to plan financially for your future."

"My husband and I started working with Nick in January of 2020. We started saving for the twins college the month they were born, literally. We didn’t want to invest in other college saving programs because we knew there was a penalty if one twin didn’t go to college (basically we would loose out on money we had put into these other savings program). Our friend referred us to Nick to see how we could invest our money to basically make money off of our money. He came to our house when the twins were 19 months old during dinner time and if you’ve ever had dinner with two young kids you know it’s a hectic time. During the throwing of spaghetti and their sippy cups Nick went over our retirement plans including Shane’s state retirement as well as savings plans for the twins. He also looked into how my job at the time was investing my 401k money to see if there was anything to change around to benefit me. He also suggested making a “rainy day fund” for extra unexpected expenses which has worked in our favor big time as it has paid for our new roof going in next month plus some left over. 4+ years later we continue to work with Nick and are changing our approach at saving as I have changed jobs, even when we forget to reply to his emails and calls he makes sure to have a meeting every 6 months to make sure we’re exactly where we want to be. Do I get anything for writing this post, no. Do I get anything for referring anyone to Nick, no. I’m just happy we have done this and wish we knew about it earlier."

"Nick is excellent: patient and very knowledgeable. Helped us improve our future planning and preparation. Top notch."