Personal Investing

Investing

Heritage Bank has access to an investment representative who can work with you on any of your investment needs. David Bowman of Cambridge Investment Research, Inc. can work with you to develop an investment plan for retirement, college planning, capital growth, and much more.  Currently we are licensed to conduct securities business in the states of Iowa, Nebraska, Indiana, New Hampshire, Kansas, Florida, Minnesota, Nevada and South Dakota. David has over 18 years experience in investment planning and will take the time to listen to your needs and construct a planning strategy for your long term goals.

Investment Products and Services

• Portfolio management
• Full service brokerage
• College planning
• Estate planning
• IRAs
• Simple IRAs
• SEPs
• 401(k) plans
• Variable annuities
• Stocks
• Mutual funds
• Money market accounts
• Bonds  

If you'd like to meet with David to discuss your financial plans, call him at (712) 200-1234,(800) 245-4093, or send him an e-mail at dbowman@cambridgesecure.com.

Investment products:

• are NOT FDIC-insured
• are NOT bank guaranteed
• may lose value

Securities offered through Cambridge Investment Research, Inc., a registered broker/dealer, Member FINRA and SIPC.

www.finra.org

Cambridge Investment Research, Inc. is not affiliated with Heritage Bank or Heritage Financial Services.