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
• Estate Planning
• Stocks
• Bonds
• Mutual Funds
• Fixed and Variable Annuities
• Life Insurance

We have been providing investment advice, planning and financial services to individuals and businesses for over 20 years. Heritage Investment Services is here to help you navigate your way through the complicated investment landscape. Contact us today to learn more about these services or to set up a consultation.

Michael Batt
Investment Representative
(360) 570-7372
201 5th Ave SW
Olympia, WA 98501
Michael.Batt@lpl.com

Securities, Advisory Services and Insurance Products offered through LPL Financial and its affiliates member FINRA/SIPC.

Appointments available at all Heritage Bank locations. Heritage Bank is not a registered broker/dealer nor is it affiliated with LPL Financial.