Investments & Financial Planning

Investments, insurance, retirement, estate planning … whatever your financial needs, our trusted partner, Harrison Financial Management Group, Ltd. can help.

A Trusted Relationship

The list of financial concerns and considerations facing today’s investor is seemingly endless, and with no easy answers. You may need help understanding which investment products are most appropriate for your unique situation. A relationship with a trusted investment professional can prove to be an invaluable tool.

The associates at Harrison Wealth Management Group, Ltd. (“HWMG”) pride themselves on building long-term relationships with their clients and developing financial plans with their specific goals and expectations in mind. By taking the time and working together, the professionals at HWMG can be more effective in providing a plan that aims to enhance investment income while managing the risks involved.

Heartland FCU is committed to providing you with access to all the financial tools and resources you may need. Let Harrison Wealth Management Group, Ltd. help you today.

Contact the professionals at Harrison Wealth Management Group, Ltd. for a complimentary consultation with one of their wealth advisors.

1700 Lyons Road Suite D
Dayton, OH 45458

FINRA’S BrokerCheck

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Raymond James Financial Services, Inc. is independent of Harrison Wealth Management Group, Ltd. or Heartland Federal Credit Union. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

Raymond James Privacy Notice

Heartland Federal Credit Union is independent of Harrison Wealth Management Group, Ltd. or the services they provide. Heartland Federal Credit Union and Harrison Wealth Management Group Ltd. are not broker/dealers and are independent of Raymond James Financial Services, Inc.

Not NCUA Insured / No Credit Union Guarantee / May lose value

Our Piqua Branch is closed to walk-ins today. For an appointment please call 937-296-4037. Your December 2020 statement will include your 1099-INT tax form. This information is also reported to the IRS. No separate paper copy of the 1099-INT tax form will be mailed.Click here for information about the 2nd STIMULUS CHECK and other COVID-19 related information.
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