Heritage Bank is committed to meet all of your financial needs. In order to help meet these financial goals, Heritage has partnered with Legacy Financial LLC to provide additional financial services.  For investments and planning not offered by Heritage Bank, Chad and Andrew are available by appointment to discuss your personal situation and offer solutions.

Legacy Financial

Chad Ericson Legacy FinancialChad Ericson, President, Legacy Financial LLC

Also available by appointment at convenient Iowa locations

Click link for Chad’s contact information

 

 

Andrew Selberg Legacy FinancialAndrew Selberg, Vice President, Legacy Financial LLC

Also available by appointment at convenient Minnesota locations

Click link for Andrew’s contact information

 

 

Investments are not FDIC insured, not a deposit, not bank guaranteed and may lose value.