Investment Services

Heritage Bank has access through Heritage Financial Services and Legacy Financial LLC, to investment professionals who can work with you to develop an investment plan for retirement, college planning, capital growth, and much more!

INVESTMENT PRODUCTS ARE: Not FDIC insured. Not a deposit. Not bank guaranteed. May lose value. Not insured by any Federal Government.

Heritage Financial Services,
Dana Rucker, Investment Advisor Representative

SECURITIES AND INVESTMENT SERVICES offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, RDA Financial Network, Inc., a Registered Investment Advisor. Cambridge, RDA Financial Network, and Heritage Bank are not affiliated.

Legacy Financial LLC,
Chad Ericson, Investment Advisor Representative

SECURITIES AND INVESTMENT SERVICES offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, RDA Financial Network, Inc., a Registered Investment Advisor. Cambridge, RDA Financial Network, and Legacy Financial LLC are not affiliated.

Products and services offered by our Investment team include:

  • Portfolio Management
  • Full-Service Brokerage
  • College Planning
  • Estate Planning
  • IRAs
  • Simple IRAs
  • SEPs
  • 401(k) Plans
  • Variable Annuities
  • Stocks
  • Mutual Funds
  • Money Market Accounts
  • Bonds

What would you like to do next?

Contact Us

Call us at 800-344-7048