• Investments

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

    IRAs No monthly fee; traditional and Roth IRA available.

  • Insurance

    Term Life Insurance An affordable option to keep you covered.

    Accidental Death Up to $300,000 worth of coverage, no medical questions asked.

    Long-Term Care Be prepared for an unexpected illness or hospitalization.

    Auto Free, instant rate quotes from reputable carriers.

    • Added Benefits

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

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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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