Work With Someone You Know
Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? A Representative of Heritage Financial Services serving Heritage Federal Credit Union is available to learn about your goals and work with you on your plan.
Meet our Advisors
|
|
|
|
Kurt Decker Financial Advisor (812) 253-6928 Ext 2453 8266 Bell Oaks Dr. Newburgh, Indiana 47630 |
Joe Mandujano Financial Advisor (812) 253-6928 Ext 2452 5343 Pearl Drive Evansville, IN 47712 CA Ins. License #: 0D52907 |
Heritage Financial Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. 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. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
FR-2413406.1-0219-0321
Go to main navigation