Manage Your Investments Heritage Way


Manage Your Investments


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 lpl.com.

Manage all of your investment options through Heritage Way - Investments, Insurance, & Reitrement. 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 - Investments, Insurance, & Retirement program representative. Online Access to My Account View.
   

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heritage Family Credit Union and Heritage Way - Investments, Insurance, Retirement are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heritage Way - Investments, Insurance, Retirement, and may also be employees of Heritage Family Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heritage Family Credit Union or Heritage Way - Investments, Insurance, Retirement. Securities and insurance offered through LPL or its affiliates are:
 

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value
 

The LPL Financial Registered Representative(s) associated with this website may discuss and/or transact business only with the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
 

*Representative is not a legal expert. for legal questions, including discussions on estate planning, please consult your attorney.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

LPL Account View
Online access to your investments. Organize your finances and plan for the future with the many tools available through Heritage Way - Investments, Insurance, & Retirement.
Locations
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.