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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, Devory, and Gregory are available by appointment to discuss your personal situation and offer solutions.

Legacy Financial

Chad Ericson Legacy FinancialChad Ericson, President, Legacy Financial LLC

Available by appointment at convenient Iowa and Minnesota locations

Click link for Chad’s contact information

 

 

Devory Altermatt, Legacy FinancialDevory Altermatt, Vice President, Legacy Financial LLC

Available by appointment at convenient Minnesota locations

Click link for Devory’s contact information

 

 

Gregory Giles, Legacy FinancialGregory Giles, Vice President, Legacy Financial LLC

Available by appointment at convenient Sioux City, Iowa locations

Click link for Gregory’s contact information

 

 

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