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Local Investment Solutions Built for Your Financial Future

What vision do you have for  tomorrow? As your Neighbors, we’re here to ensure it’s as bright as a sunny July day on the water. We encourage you to explore investment and insurance products offered by Heritage Financial Advisors through Ameriprise Financial Services, LLC, to help you grow and protect your wealth. We also offer several personal savings products, helping you plant seeds for tomorrow with peace of mind.

FDIC Insured Investments

Offered by Heritage Bank of the Ozarks

Certificates of Deposit (CDs)

Harvest your savings potential with a secure, FDIC-insured CD. It’s a simple and reliable way to sow the seeds of financial success.


Explore CDs

Money Market Accounts

A Money Market account offers security and flexibility. Enjoy the benefits of a high-interest savings account with the added convenience of check-writing capabilities.


Explore Money Market Accounts

Individual Retirement Accounts (IRAs)

Looking for a tax-advantaged way to save for retirement? An IRA might be a good fit. With no setup fees for traditional or Roth IRAs, it’s easy to start building for your future today.
(Consult your tax advisor regarding your deductibility.)

Explore IRAs

Non-Traditional Investments

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

Heritage Financial Advisors offers a non-traditional investment services program through Ameriprise Financial Services, LLC. They are here to provide financial advice that can help you grow your wealth and achieve your goals.

Ameriprise Financial Services, LLC is not a FDIC-insured bank; FDIC insurance only covers the insolvency of FDIC-insured banks.
Lance Link, Financial Advisor

Heritage Financial Advisors

Work with a Heritage Financial Advisor who can walk you through our investment offerings provided through partnership with Ameriprise Financial. From financial and retirement planning to education funding, estate, and tax-planning strategies, we’ll help you find solutions for a more prosperous future.

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Whatever level you’re at,
we’re here to help.
We help you evaluate where you are, where you want to go, and provide goal-based advice to help you reach your investment and income objectives.
Lance Link, Financial Advisor
Lance Link
Financial Advisor
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Local Service

We’re here for you! Heritage Financial Advisors and our local banking team are dedicated to supporting your financial goals with personalized care.
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Comprehensive Financial Solutions

Whether you’re planning for retirement or seeking a smart savings strategy, we have the right solution for you.
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Helpful Tools

Take control of your finances with our easy-to-use tools, including helpful calculators, digital services, and more.

We Are Neighbors Serving Neighbors

Learn more about Heritage Bank and how we bring the spirit of Neighbors Serving Neighbors to life in every banking experience.

About Us
Local Dollars

We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Not FDIC or NCUA Insured | No Financial Institution Guarantee | May Lose Value

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Heritage Financial Advisors is a financial advisory practice of Ameriprise Financial Services, LLC.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Heritage Bank is not affiliated with Ameriprise Financial, Inc.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC