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  • CDs

    CDs Tiered interest paid quarterly; terms from three to 60 months.

  • IRAs

    Variable-Rate IRA Call the shots with this flexible option.

    Fixed-Rate IRA Deposit a fixed amount while earning higher returns.

  • Financial Advisor

    LPL Financial Our partnership with LPL Financial will put you on the right track with investment services, insurance products and information access.

    • Added Benefits

      Glossary of Financial Terms Financial literacy starts with understanding financial terms.

      Calculators Use our auto and mortgage calculators to estimate the loan terms that best fit your budget.

Plan for tomorrow, today.

Look ahead to your successful financial future.

Invest and Insure

While it’s impossible to see the future, it is possible to plan for it. From setting up the right insurance plans to making sound investments, at United Heritage, we’ll work with you to help you make the right choices when planning for your future.


No matter what you’re saving for or what stage of life you’re in, United Heritage has an investment plan that works for you and helps you reach your goals.

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When faced with an unexpected accident or event, insurance protects you, your family and your financial future. Plan ahead with the coverage you need.

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