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Heritage Way- Investments


Manage all of your investment options through Heritage Way. Organize your finances and plan for the future with the many tools available through Heritage Way. Calculate what you may be worth when you retire, learn about investing in the Education Center or contact your Heritage Way representative. Click here or the "Launch" button to access My Investments.

 


About Heritage Way Representative Rich Rodrigue


Rich is based out of our 50 West Street Branch in Rutland and travels to our other branches as requested. He is available for no cost, no obligation financial consultations and can provide a variety of financial products and services to our members.

Rich has been giving financial advice to a diverse client base in the Rutland area for years working as a Financial Advisor. He provides individualized investment and insurance products and services that serve our members best interests, while helping them achieve their financial goals. Before joining the staff at Heritage Family Credit Union, Rich worked as a Financial Advisor at Morgan Stanley in Rutland.

Rich can give you financial advice and provide services for Retirement Planning, Education Funding, Estate Planning*, Insurance Planning (Including Life, Long Term Care, and Disability), Investment Planning, 401K Rollovers and more.

A native of Rutland, Rich graduated from Champlain College in Burlington with a Bachelors degree in Business/Finance. Rich is registered to sell securities and holds Vermont State Life, Accident and Health Insurance licenses. To serve members better, he is continuing his education through Boston University as he works toward earning his CERTIFIED FINANCIAL PLANNER TM** designation.

Rich has been working and volunteering in Vermont his entire life. He is a past president of the Rutland Kiwanis Club where he remains an active member. He resides in Rutland with his wife Korrine,
daughter Kinsley, and sons Riley and Easton. For your no cost, no obligation consultation to help plan your future, give Rich a call at 802.776.2154 or toll-free at 888.252.8932. You can also e-mail him at richardr@hfcuvt.com.


About Heritage Way Representative Steve Morneau

Financial Advisor, Steven Morneau
is based out of our 50 West Street Branch in Rutland and travels to our other branches as requested. He is available for no cost, no obligation financial consultations and can provide a variety of financial products and services to our members.

Before coming to Heritage Way, Steven operated an insurance and financial services agency focusing on the needs of local educator families as a Registered Representative/Insurance Agent.

When you need help with financial management and investment planning, Steven can provide it. With the support of numerous financial management and insurance professionals, you can receive a wealth of information from a qualified source. Steven will take the time to get to know you and will work closely with you to review your strategies, answer your questions, and create financial projections that relate specifically to you.

Steven said, “I live by the Coop principals and am truly blessed to be able to help others in need of financial advice and assistance.  Money is one of the biggest stressors in people’s lives and it is very rewarding to help members in our community become financially secure and independent.”

Steve lives in Rutland with his wife Taylor, daughter Olivia, son Kaden, and has another child due in March.  He is the VP of Rutland Town School PTO, plays soccer, chess and loves to volunteer. Steve has been a work-share member at Radical Roots Farm in Rutland for the past five years. He also is a huge New England sports fan, and is a two-time cancer survivor. 

We are very pleased to have Steve serving our credit union members. We hope you will take the opportunity to contact him. For more information, or to schedule a brief no cost, no obligation meeting, simply call 802.747.2361 or toll-free 888.252.8932. 
You can also e-mail him at Steven.Morneau@hfcuvt.com.
 







Investments made through Heritage Way are not insured by the NCUA.

*Representative is not a legal expert. for legal questions, including discussions on estate planning, please consult your attorney.
**The CERTIFIED FINANCIAL PLANNER TM certification marks are not affiliated with CUNA Brokerage Service, Inc.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way,Waverly,Iowa50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CBSI is a registered broker-dealer in all fifty states of the United States of America.
 
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