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  2. Monique Heinz

Monique Heinz

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Monique Heinz
Financial Representative
Phone: 
561.910.2518
E-mail: 
mheinz@evershore.com

I am a motivated financial professional, wife and mother of two children.
 
My mission is to provide trusted financial strategies and assist my clients in reaching their financial goals while establishing a real and sustainable social impact within the community.

I am driven to build personal and professional relationships with individuals, families, business owners and industry professionals to help them identify their financial goals for long term financial security.

I currently enjoy working with many various individuals in the public sector. I utilize financial strategies designed to help maximize your retirement savings and minimize risk in order to protect your family.

Before you can feel comfortable sharing your financial goals, I want you to know my qualifications and experience that have led me to be passionate about the type of work I do with insurance and investments. 

I am qualified financial professional with a Series 7, 63 registrations and Life, Health and Annuity license. I am experienced in creating and maintaining positive relationships with clients while assisting with strategies designed to achieve financial goals.

I have 4 years previous experience in money management, asset allocation and market trend research. I am goal oriented and personally motivated to establish positive communication. Before we can speak intelligently about the products and services that might be appropriate for you and your family, I need to get to know you. I pride myself on developing relationships and providing what is in the BEST interest of the client.

I provide assistance with asset protection, planning for retirement and developing a customized financial strategy to protect families / individuals and their income through tax efficient savings vehicles.

Monique Heinz is a Registered Representative with Securian Financial Services, Inc. Evershore Financial Group offers securities through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd, Suite 990, Palm Beach Gardens, FL  33410. www.evershore.com.

Evershore is an Award-winning Business

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Contact info

  •   7284 W. Palmetto Park Road, Suite 106 Boca Raton, FL 33433
  •   1750 N. Maitland Avenue, Maitland, FL 32751
  •   3300 PGA Boulevard, Suite 990 Palm Beach Gardens, FL 33410
  •   3130 Glenview Rd. The Villages, FL 32162
  •   (800) 936-4310
  •   info@evershore.com

Contact us

Evershore Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Evershore Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Evershore Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3077312 DOFU 06/2020

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