About Us

Eric Heilmann, CFP®

CERTIFIED FINANCIAL PLANNER™ professional
Phone: 216-635-9638

Since joining the financial services industry in 2002, Eric Heilmann has developed an understanding of the importance of developing customized strategies for each of his clients based on their needs. Eric provides financial planning, wealth protection strategies, and estate strategies through a broad range of financial products and services. He focuses on retirement and financial planning for public school employees. As a Financial Consultant with Equitable Advisors, he offers insurance and investment strategies through over 100 companies, through the Equitable Network, LLC, an insurance-brokerage affiliate. Eric is a CERTIFIED FINANCIAL PLANNER™  professional and has obtained his FINRA Securities Registrations Series 7 in addition to his Life, Health, and long term care insurance licenses.

Eric completed his studies at Bowling Green State University and currently lives in Elyria, Ohio with his wife Jenn and their daughters Emilee and Katelynn.

CFP® and CERTFIFED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The DMG Group At Equitable Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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