Skip to the main content.
Online Banking
Online Banking

Investments

 
Learn More
Contact Us

Local Investment Solutions Built for Your Financial Future

What vision do you have for your tomorrow? As your Neighbor, we’re here to ensure it’s as bright as a sunny July day on the water. We encourage you to explore our investment products, offered by Heritage Financial Advisors through Ameriprise Financial Services, LLC, to help you grow and protect your wealth. We also offer several personal savings products, helping you plant seeds for tomorrow with peace of mind.

FDIC Insured Investments

Certificates of Deposit (CDs)

Harvest your savings potential with a secure, FDIC-insured CD. It’s a simple and reliable way to sow the seeds of financial success.


Explore CDs

Money Market Accounts

A Money Market account offers security and flexibility. Enjoy the benefits of a high-interest savings account with the added convenience of check-writing capabilities.


Explore Money Market Accounts

Individual Retirement Accounts (IRAs)

Looking for a tax-advantaged way to save for retirement? An IRA might be the perfect fit. With no setup fees for traditional or Roth IRAs, it’s easy to start building for your future today.
(Consult your tax advisor regarding your deductibility.)

Explore IRAs

Non-Traditional Investments

Not FDIC Insured | Not a Deposit | May Lose Value

Our non-traditional investment services program is offered by Heritage Financial Advisors through Ameriprise Financial Services, LLC. 1 They are here to provide financial advice to help you grow your wealth and achieve your goals.
HBO_Website_staff photos_Lance Link

Heritage Financial Advisors

Work with a Heritage Financial Advisor who can walk you through our investment offerings provided through our partnership with Ameriprise. From financial and retirement planning to education funding, estate, and tax-planning strategies, we’ll help you find solutions for a prosperous future.

Learn More

Whatever level you’re at,
we’re here to help.
The fun part of my job is sitting across the table from a couple of farmers who think they're as poor as Joe's turkey, and they walk out of here realizing they're millionaires. So it’s always a process of discovery, education, and really seeing where you’re at.
LanceLink-2
Lance Link
Heritage Financial Advisors
icon-budget

Local Service

We’re here for you! Heritage Financial Advisors and our local banking team are dedicated to supporting your financial goals with personalized care.

Comprehensive Financial Solutions

Whether you’re planning for retirement or seeking a smart savings strategy, we have the right solution for you.

Helpful Tools

Take control of your finances with our easy-to-use tools, including helpful calculators, digital services, and more.

We Are Neighbors Serving Neighbors

Learn more about Heritage Bank and how we bring the spirit of Neighbors Serving Neighbors to life in every banking experience.

About Us
Local Dollars

1 Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Member FINRA and SIPC. We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Not Bank Deposits | Not Bank Guaranteed | May Lose Value

Not insured by FDIC or Any Other Government Agency