Jeremy Heavey, NSSA® Advisor · Kalamazoo, MI
Jeremy Heavey
Financial Advisor, Rose Street Advisors
Professional Profile
Meet Jeremy Heavey, a dedicated Financial Advisor at Rose Street Advisors in Kalamazoo, Michigan. With a deep commitment to helping individuals and families achieve their financial aspirations, Jeremy leads our wealth management practice by creating tailored financial strategies that align with each client’s unique goals and values.
Jeremy Heavey has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
A proud graduate of Taylor University, Jeremy has further enhanced his expertise through business programs at prestigious institutions, including Hong Kong Baptist University and Harvard Business School. This extensive education equips him with the knowledge and skills to navigate the complexities of personal finance and social security planning, making him a trusted advisor for clients in the region.
Outside of his professional life, Jeremy cherishes time with his wife, Kim, and their four children. Together, they enjoy outdoor adventures, renovating their farmhouse, and nurturing connections with friends and family. If you're seeking a reliable and respected financial expert to guide you in your financial journey, look no further than Jeremy Heavey at Rose Street Advisors. Your goals are his priority, and together, you can build a secure financial future.
Disclosure
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Rose Street Advisors is independently owned and operated. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. This information is For Official Use Only. Unauthorized disclosure or misuse of this Personal Information, including, but not limited to: copying, disclosure, and distribution, is strictly prohibited and may result in criminal and/or civil penalties. If you have received this email in error, please notify the sender immediately and delete this email and all attachments from your system. Please do not send transaction instructions via email or fax or leave them on voicemail as those instructions cannot be honored. If you wish to initiate a transaction, please contact us. Please be aware that all inbound and outbound emails from this address may be monitored.
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