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Investment Products:
Not FDIC Insured | Not a Deposit | May Lose Value

Investment Services Powered by Heritage and Ameriprise

Through honest conversations and powerful investment resources, Heritage Financial Advisors will work with you to create a personalized, comprehensive financial plan that helps you confidently achieve your financial goals. Heritage Financial Advisors is not commission-driven, ensuring you’ll always receive unbiased, unselfish, and fair advice. You’ll also benefit from the unique combination of trusted local service and world-class technology through our investment services program, powered by Ameriprise Financial*. This partnership enables us to offer a range of wealth management solutions and investment products, all tailored to your specific goals.

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Local Advice and World-Class Technology

Experience the best of both worlds: professional expertise from a Neighbor paired with the next-gen technology of a large firm.

Comprehensive Products and Services

Through Ameriprise Financial, we offer a full lineup of planning solutions, from investments and insurance to annuities and more.

Goal-Based Advice

We focus on your unique goals, not selling products. Our advice is driven to help you achieve what matters most to you.

Why Heritage Financial Advisors?

Whatever level you’re at,
we’re here to help.

“Many people don't know what the right questions are. I help them to start asking themselves the right questions, and eventually that evolves into a plan that adapts to markets and changes in life.” –

Lance Link, Heritage Financial Advisors

The only goal for Heritage Financial Advisors is to help you meet yours. Through Ameriprise Financial Institutions Group – a channel of Ameriprise Financial Services, LLC – we offer an investment services program with on-site financial planning, extensive investment solutions, and convenient digital capabilities.

 

Financial advisor Lance Link at Heritage Financial Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, is available to speak with you about your unique financial situation and goals.

Products and services available through Ameriprise Financial

  • Financial planning

  • Retirement planning

  • Investments

  • Funding education expenses

  • Insurance and annuities

  • Estate planning strategies

  • Retirement income strategies

  • Tax planning strategies

Why work with a financial advisor?

You work hard for what you earn. Ensure your savings and investments prepare you for the future you want. A financial advisor can help you achieve your short- and long-term financial goals and plan for unexpected events. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime-access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.

 

Heritage Financial Advisors Team
HBO_Website_staff photos_Lance Link

Lance Link

Wealth Advisor
HBO_Website_staff photos_Mariah Newell

Mariah Newell

Administrative Assistant
HBO_Website_staff photos_Melissa Pemberton

Missy Pemberton

Administrative Assistant
Most financial advisors are commission-based – we’re not. That means we’re always going to provide unbiased, unselfish, fair advice.
LanceLink-2
Lance Link
Wealth Advisor

Solutions and Advice Aligned with You

Through Ameriprise Financial, you’ll have access to wide-ranging advice – from customized investment recommendations and asset allocation strategies to comprehensive financial planning that covers key aspects of your financial life – to help you meet your goals. Your financial advisor can also provide access to an extensive suite of solutions to meet your specific needs.

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Top-Tier Investment Technology

“Through Ameriprise, we have technology advantages. Not only can you access your accounts from a phone or computer, you get to see your entire financial picture. You have total access to go to your account online and invest money, take money out, and even make trades. It’s pretty advanced.”

– Lance Link, Heritage Financial Advisor

We take a comprehensive approach. Why?

Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies, and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your advisor will help you prioritize what’s important today while planning for a more confident financial future.
About Ameriprise Financial 
As a longstanding leader in financial planning and advice,  Ameriprise Financial  helps clients navigate the present without losing sight of the future. 
 
Ameriprise Financial has remained true to its vision of putting its clients' interests first for more than 130 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients1, with more than $1 trillion in assets under management and administration2. 
 
View the Ameriprise FINRA BrokerCheck listing. 
 
1 Company Report 
2 Company data, as of Q2 2024 
 
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. 
 
Investment Products:
Not FDIC or NCUA Insured No Financial Institution Guarantee May Lose Value
 
Ameriprise Financial Services, LLC is not an FDIC-insured bank; FDIC insurance only covers the insolvency of FDIC-insured banks.
 
Ameriprise Financial cannot guarantee future financial results.
 
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
 
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial. Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
 
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
 
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
 
Securities offered by Ameriprise Financial Services, LLC.
 
Member FINRA and SIPC.
 
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