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Heritage Wealth

Heritage Wealth

401K Rollover

401(k) Options When Leaving an Employer

If you have a 401(k) account, you’ve already made some great strides towards saving for retirement. When you’re changing jobs, or you’re looking for a new job, it is important to know how that 401(K) is impacted.

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Calculators Heritage

Financial Calculators

Looking for the tools and calculators to solve your financial goals? Here’s how we’re helping you. From pinching pennies, to investing big, Heritage Investments equips you for growth potential. 

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Investment Advisor

Connect with a Financial Professional

Get to know our people! Want to put a face to a name? We’re stoked to have a respected team for financial planning and navigating future saving.

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Investments at Heritage

Investment Strategies

Where do you see yourself in the future? Do your financial plans align with those goals? Let’s start crafting your investment strategy today.

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Annuities are contracts with an insurance company that can help protect you against the risk of outliving your assets.

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member services

Client Services

Clients can log in to Heritage Investments, utilize calculators, schedule an appointment and more here. 

Client Services

Check the background of these investment professionals on FINRA's BrokerCheck.


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heritage Federal Credit Union and Heritage Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heritage Financial, and may also be employees of Heritage Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heritage Federal Credit Union or Heritage Financial. Securities and insurance offered through LPL or its affiliates are:

LPL Disclosure

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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