Jeremy Heavey, Social Security Specialist
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.
Contact Jeremy
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.