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 Gregory are available by appointment to discuss your personal situation and offer solutions.
Chad Ericson, President, Legacy Financial LLC
Also available by appointment at convenient Iowa and Minnesota locations
Gregory Giles,Investment Advisor Representative, Legacy Financial LLC
Also available by appointment at convenient Sioux City, Iowa locations