• 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.

Financial Advisor

At United Heritage, you don’t have to plan your financial future alone.

It doesn't get smarter than having your own Financial Advisor. Our principle goal at United Heritage is helping you reach your financial goals and allowing you to enjoy the rewards along the way. That's why we have formed an alliance with the investment professionals at LPL Financial—giving you access to a comprehensive array of carefully selected investment services and insurance products.

This selection of services is available through LPL Financial Advisors, located at United Heritage. It includes:

  • Mutual Funds
  • Stocks and Bonds
  • Annuities: Fixed & Variable
  • Rollovers: 401(k), 403(b) and 457 Pension Plans
  • IRAs: Roth and Traditional
  • 529 College Savings Plan
  • Retirement Planning
  • Life Insurance
  • Strategic Asset Management1

LPL Financial is just a phone call away—512.435.4239.

LPL Financial gives you access to the financial information you need to plan your investments. This information is provided for free to you and includes:

  • Current Market Conditions
  • Quotes
  • Information on specific companies and stocks including:
    • Intraday prices
    • Company news
    • Price history
    • Research summaries
  • Economic Calendar
  • Currency Rates

1Strategic Asset Management is offered through LPL Financial, a registered Investment Advisor.
Securities and insurance products offered through LPL Financial, and its affiliates, Member FINRA/SIPC.
Not NCUA insured. No Credit Union guarantee. May lose value. United Heritage is not a registered broker/dealer and is not affiliated with LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities with residents of the following states: AL, AZ, CA, GA, MO, MS, NC, NV, PA, TX, VA, and WA.

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