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Heather Holtzinger

Professional designations
CFP
Firm or Broker/Dealer name
Grandview Investment Advisors, LLC
States licensed in
Denver
,
Colorado
Areas of expertise
Languages spoken
English
Time Zone
I am the owner of Grandview Investment Advisors, a small Registered Investment Advisor (RIA), in Denver, Colorado. Grandview opened it's doors in 2006 with Jonathan Holtzinger and myself. Jonathan passed away unexpectedly in June 2012, so I have continued the business. Grandview is an investment advisory firm managing money for clients and small businesses, along with financial planning. I know how heartbreaking the loss of a spouse or significant other can be, and how overwhelming tackling the financial aspects of your life can be while you are dealing with grief. Please don't hesitate to reach out to me, it is my honor to come alongside and help where I can, whether that is understanding life insurance, bills, debt, retirement plans, investments, income, and all that losing a spouse can bring to your new financial picture.