Close X

Home | About | Locations | Privacy | Wiring Instructions & Contact Information | Your Insured Funds | Financial Health | Site Map
Heartland Federal Credit Union: Home
MoneyEd
Heartland FCU is working on a Web site facelift and we're looking for testimonials. If you'd like to contribute a few words...we'd love to hear from you.
Open since 1935, now faithfully serving Clark, Greene, Miami, and Montgomery Counties.
Home / Financial Health

Financial Health

Help With Debt - Trinity Debt Management

Financial Consultations - Harrison Financial Group, Inc.

Insurance Tips - Robert K. Jones Insurance




www.HarrisonFinancialGroup.com

Investments, taxes, insurance, retirement, estate planning...the list of financial concerns and considerations facing you today is seemingly endless. Unfortunately, there are no easy answers. To help take advantage of the options available, today's investor needs insight as to which investment products are most appropriate for each situation. A relationship with a trusted, investment professional who has a clear understanding of their individual needs can prove to be an invaluable partner.


The professionals at HFG pride themselves on building long-term relationships with their clients, developing financial plans with their specific goals and expectations in mind. By taking the time to understand each of our clients' specific needs, we can more effectively provide a long term, financial plan with a goal of helping enhance retirement income while reducing the risks involved.

We are committed to putting quality service and objective advice first, offering our clients a variety of financial services including Managed Asset Plans and Financial Plans through LPL Financial, Investment Portfolio Analysis, Portfolio Review, Insurance Services and many more.

Contact us today for a complimentary consultation with one of our wealth advisors.
 

Branch Office Address

2094 South Alex Road

Dayton, Ohio 45449

 

937-866-0197

www.HarrisonFinancialGroup.com


Securities and Insurance products offered through LPL Financial and its affiliates, member FINRA/SIPC

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

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.

 

Member Number




Learn More and Enroll
Heartland on Facebook

Sign up Now for Email Updates
Email:

Life Stages

Harrison Financial Group

Trinity Credit Counseling


Link to new car concierge service
Looking for a new car? Check out our new concierge service

NCUA Logo


link to scorcard rewards Visa Verified link to http://www.ezcardinfo.comEqual Housing LenderBBB Home | Locations | Privacy | Contact | Site Map
Products & Services | Rates | Forms & Applications | About Heartland