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.
Chad Ericson, President, Legacy Financial LLC
Also available by appointment at convenient Iowa locations
Andrew Selberg, Vice President, Legacy Financial LLC
Also available by appointment at convenient Minnesota locations