Skip to main content

Investment Options

A couple reviews their investment options.

The Heritage Way - Investments, Insurance, & Retirement Program is offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC). For more information about LPL Financial, please visit

Everyone has their reasons for investing. At Heritage Way - Investments, Insurance, & Retirement, we're ready to give you an advantage, no matter your investment needs. We have access to a variety of products to fit your investing needs, including Mutual Funds, Stocks, Bonds, Annuities, and Coverdell Education Savings Accounts. Email or call Pamela Forte at 802.776.2190 to make an appointment today to speak with the Heritage Way - Investments, Insurance, & Retirement Team and find out what is right for you.