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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 of 2020 and her grandfather, Bill Heinz passed away in September of 2014.