Skip to content

Heckman Financial & Insurance Services Inc-HFISFinancial advisor in San Jose, CA

Heckman Financial & Insurance Services Inc-HFIS is a financial advisor at 333 W Santa Clara St #604, San Jose, CA 95113, ranked #23 of 255 financial advisors in San Jose and rated 4.6 from 13 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Jose, CAUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Heckman Financial & Insurance Services Inc-HFIS
Address333 W Santa Clara St #604, San Jose, CA 95113Get directions
Phone(408) 297-9800
Websitewealthcreator.com
HoursMonday to Thursday: 8:30 AM – 6 PM; Friday: 8:30 AM – 5 PM
Google rating4.6 from 13 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves San Jose and 11 towns within 25 miles: Santa Clara, Communications Hill, Alum Rock, Campbell, Milpitas, Cupertino, Sunnyvale, Saratoga, Los Gatos, Mountain View and Los Altos.

Based in San Jose, CAView on map

Opening hours

Opening hours for Heckman Financial & Insurance Services Inc-HFIS
DayHours
Monday8:30 AM – 6 PM
Tuesday8:30 AM – 6 PM
Wednesday8:30 AM – 6 PM
Thursday8:30 AM – 6 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Heckman Financial & Insurance Services Inc-HFIS

How is Heckman Financial & Insurance Services Inc-HFIS ranked in San Jose?

Heckman Financial & Insurance Services Inc-HFIS is ranked #23 of 255 financial advisors in San Jose by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Heckman Financial & Insurance Services Inc-HFIS’ hours?

Heckman Financial & Insurance Services Inc-HFIS is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 6 PM; Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Heckman Financial & Insurance Services Inc-HFIS serve?

Serves San Jose and 11 towns within 25 miles: Santa Clara, Communications Hill, Alum Rock, Campbell, Milpitas, Cupertino, Sunnyvale, Saratoga, Los Gatos, Mountain View and Los Altos. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Heckman Financial & Insurance Services Inc-HFIS?

Heckman Financial & Insurance Services Inc-HFIS has a rating of 4.6 from 13 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Heckman Financial & Insurance Services Inc-HFIS?

Call Heckman Financial & Insurance Services Inc-HFIS on (408) 297-9800. The business is at 333 W Santa Clara St #604, San Jose, CA 95113. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

Own Heckman Financial & Insurance Services Inc-HFIS? Claim this profile.

Claiming is free. Correct your hours, specialties and service area. The RFA Score is recalculated from corrected data; payment never changes it.

Claim this profile

Compare nearby financial advisors

Heckman Financial & Insurance Services Inc-HFIS compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Heckman Financial & Insurance Services Inc-HFIS (this business)—654.6 (13)NoNo
Traveka Wealth#21655.0 (36)NoNo12.4 mi
iNRI#22654.9 (30)YesYes9.4 mi
Bank of America Financial Center#24654.6 (63)NoNo14.3 mi

See all 255 ranked financial advisors in San Jose