Financial Planning
Investments, tax planning, insurance, retirement, estate planning...oh my! Heartland FCU can help by connecting you with our trusted partners at Harrison Financial Group, Inc.
A Trusted Relationship
The list of financial concerns and considerations facing today's investor is seemingly endless, and with no easy answers. You 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 Financial Group, Inc. 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 HFG can be more effective in providing a plan that aims to enhance investment income while managing the risks involved.
Heartland is committed to providing you with access to all the financial tools and resources you need. Let Harrison Financial Group, Inc. help you today.
Contact Harrison Financial Group, Inc. for a complimentary consultation with one of their wealth advisors.
2094 South Alex Road
Dayton, Ohio 45449
937-866-0197
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. For a list of states in which the LPL Financial registered representatives located at Harrison Financial Group are registered to do business, please visit HarrisonFinancialGroup.com.
Heartland Federal Credit Union is not affiliated with Harrison Financial Group, Inc. or the services they provide. Heartland Federal Credit Union and Harrison Financial Group, Inc. are not broker/dealers and are not affiliated with LPL Financial.
Not NCUA Insured / No Credit Union Guarantee / May lose value
