Investments The Heritage Way-Investments, Insurance, Retirement Program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. Everyone has their own reasons for investing. At the Heritage Way we’re ready to give you an advantage, no matter what your investing needs. We have a variety of products to fit your investing needs, including Mutual Funds, Stocks, Bonds, Annuities and Coverdell Education Savings Accounts. Email or call Tara at 802.776.2187  to make an appointment today to speak with the Heritage Way Team, and find out what is right for you.

*Heritage Way-Investments, Insurance, Retirement Advisors are registered representatives of CUNA Brokerage Services, Inc.
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.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker-dealer in all fifty states of the United States of America. FR-3052205.1-0420-0522
Heritage Way
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.
Whatever your financial needs, day or night, you have access to your account information to help you meet your demanding lifestyle. From our branches, apps and call center we are here in Vermont and New Hampshire to serve you wherever you are.