"The Bridge to Your Future"

Dan Heitzman holds the professional credentials of CFP®, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter(CLU).

A member of the Financial Services Institute, he earned a bachelor's degree with honors from Colgate University and an MBA from Boston College. Prior to founding StoneBridge he was a member of AXA Advisor's Sterling Group and is a member of AXA Advisor's Hall of Fame.  In addition, he is a past  president of the Norfolk and Plymouth County Estate and Business Planning Council and is a member of the Patriot Ledger's Economic Advisory Panel.

                     A referral from you is the highest compliment we can receive.

 

 

 

 

 

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,467 Boston wealth managers were considered for the award; 623 (26 percent of candidates) were named 2017 Five Star Wealth Managers.  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck