Below you will find links to login to your accounts with us online. You will need to register and have your account information handy. Please let us know if we can assist you in any way!
Ohio National
https://www.ohionational.com/portal/site/client/menuitem.df01c6376888ac0da78b32d717f761ca/
Allianz
https://www.allianzlife.com/
Wells REIT II (e-Delivery Website)
https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&cz=9220411111817040819
Pershing
https://www.pershing.com/sign_in.html?landing-page=/html-files/index.html
Aviva
https://intranetapplications.avivaindia.com/eservicing/
American Funds
https://www.americanfunds.com/account/login.htm
Mainstay Funds
https://www3.financialtrans.com/tf/FANWeb?tx=Disclaim&cz=81200081318190024
Charles Schwab
https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx?&kc=y
Loring Ward
https://lwas.loringward.com/lwclient/clientlogin.aspx
Below are ways to contact our clients who may have a service or product you need. Be sure to let them know HFIS sent you.
Estate Planning Attorney:
Stephen Bucher: www.bucherlaw.com/ email: info@bucherlaw.com
Elaine Seid: www.mstpartners.com email: eseid@mstpartners.com
Jeanette Taggert: www.taggertlaw.com
Landis Mahaffey: www.affordablelivingtrusts.com
CPA:
Steven Pyle: staff/staff.htm email: steve@cpasllp.com
Real Estate Services:
Pete Smith: www.PetesWeb.com email: me@petesweb.com
David Martz: www.davidmartzhomes.com/home.asp email: davidmartz@aol.com
Gloria Barnum: www.gloriabarnum.com/
Pam Finch: www.pamfinchrealtor.com/site/default.asp email:pfinch@kwsv.com
Phil Ma: www.siliconvalleylofts.com email: phil@philma.com
Commercial Real Estate:
Kyle Nelson: www.gvakm.com/team/nelsonk.htm email:knelson@gvakm.com
Auto Care:
Joel Fine: Owner-http://www.precisiontune.com/Franchisees/SunnyvaleCA_ElCaminoReal.aspx
Employment Resources:
Tina Vega:CEO-www.motivatedmommies.com
Catering:
Greg Casella: www.cateredtoo.com
Transportation:
Lettie and Jon Nichols: nichols-motorsports.com/
Photography:
Stacy Geiken www.geikenphoto.com/
Please Note: The companies and/or individuals listed above are not affiliated with The O.N. Equity Sales Company or Heckman Financial & Insurance Services, Inc.
Eric Heckman is licensed in CA, CO, MO for Investment Products and services and to sell insurance products in CA, CO, MO, OR, AZ & IL.
Kevin McClelland is licensed in CA to sell insurance products.
111 North Market Street, Suite 825
San Jose, CA 95113
Telephone: 408-297-9800
Fax: 408-297-9899
Email: the@wealthcreator.com
Investments products and services available only to residents of: California (CA), Colorado (CO), Missouri (MO) Eric Heckman is licensed to sell insurance products in the following states of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Missouri (MO), Oregon (OR). Eric Heckman is a Registered Representative offering securities through The O.N. Equity Sales Company, Member FINRA/SIPC One Financial Way Cincinnati, OH 45242 513.794.6794. Investment Advisory Services offered through H.F.I.S., Inc., a Registered Investment Advisor which is not affiliated with The O.N. Equity Sales Company.
A broker/dealer, investment advisor, Broker/Dealer agent or Investment Advisor Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s broker/dealer, investment advisor, or Broker/Dealer agent or Investment Advisor Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, Broker/Dealer agent or Investment Advisor Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s broker/dealer, investment advisor, Broker/Dealer agent or Investment Advisor Representative requirements, or pursuant to an applicable state exemption or exclusion. HFIS, Inc. CA Insurance Lic. 0E89971, Eric Heckman CA Insurance Lic. 0A95364, Kevin McClelland CA Insurance Lic. 0F56616