Our People

Over the years our advisors have earned a reputation of dedication to meeting our clients needs in a comprehensive manner.  We attend conferences near and far to secure the most thorough and up-to-date information in the financial planning community and then utilize that information to provide the highest quality of advice to our people.  Contacting our clients on the timetable that they prescribe for regular consultations to stay “tuned in” to their changing situation is our hallmark.  You are invited to meet each of our financial planners…(Click on each name for a detailed Biography)

Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC, John Czajkowski, Registered Principal.  CA Insurance License #0B21151.  Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor, John Czajkowski, Financial Advisor.  Heritage Wealth Managers and Securities America companies are unaffiliated.  John B. Czajkowski is securities licensed in Alabama, Arizona, California, Colorado, Connecticut, Florida, Illinois, Indiana, Michigan, Minnesota, New York, Ohio, Oregon, Texas, Washington and Wisconsin and is insurance licensed in Arizona, California, Colorado, Florida, Illinois and Wisconsin.

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