Heritage Investment Services
Investments, taxes, insurance, retirement, estate planning - the list of financial concerns and considerations facing you today is seemingly endless. There are no easy answers.
We are committed to putting quality service and objective advice first. We offer our clients financial services and products in a variety of areas:
- Retirement Planning - to design an investment strategy to help you meet all of your retirement goals.
- Estate Planning - for preservation of wealth from generation to generation.
- Stocks - to provide you with added long-term growth potential.
- Bonds - to provide a foundation for your portfolio.
- Mutual Funds - for diversification and professional money management.
- Fixed and Variable Annuities - for tax deferred growth potential.
- Life Insurance - providing financial protection for your loved ones.
We have been providing investment advice, planning and financial services to individuals and businesses for over 13 years.
Heritage Investment Services, is here to help you navigate your way through the complicated investment landscape. We offer a financial needs assessment program that will map out your entire "Financial Forecast." With this forecast you will understand where you are today and what it's going to take to reach your financial goals. Get started today by downloading and completing the following PDF files!
Asset Allocation Questionnaire
Profile Plus Forecaster
| Thurston and Mason County Mike Batt 360.570.7372 201 5th Ave SW Olympia, WA 98501 Mbatt@HeritageBankWA.com  |
Investments and Insurance Products offered through LPL Financial and its affiliates. Member FINRA/SIPC. Investment products not FDIC insured or approved. Not bank guaranteed. May involve loss of principal. Appointments available at all Heritage Bank locations. Heritage Bank is not a registered broker/dealer nor is it affiliated with LPL Financial.
