Investment Services

Heritage Financial & Investment Services, LLC is dedicated to providing experienced guidance on all aspects of wealth plan management. As you personal financial advocate, I am committed to helping you discover suitable, realistic opportunities as you pursue your financial goals -- and to providing clear, unbiased financial guidance to help you stay on course toward your vision of the future.

Through my relationship with LPL Financial, my clients have access to a wide array of financial and wealth management strategies, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a registered broker/dealer and a FINRA member firm.

Disclosure
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: OH, WV, NC, UT.

Heritage Financial & Investment Services, LLC., Citizens National Bank and LPL Financial are unaffiliated entities.

Products & Services

• Mutual Funds
• Annuities
• College Planning & 529 Plans
• Insurance
• Financial Planning
• Retirement Planning
• Tax Advantaged Investments

To learn more about these and other products and services please contact Nikki at (740) 472-9161.