BURLINGTON, Ky. – Heritage Bank announced the rollout of Heritage Wealth Management, its new financial planning service. The bank has partnered with Investment Professionals, Inc. (IPI), an investment brokerage firm from San Antonio, TX, and now offers comprehensive financial planning and investment advisory services to customers across its seventeen Northern Kentucky branches.
Services offered include retirement planning, professionally managed advisory accounts, mutual funds, annuities, 529 plans, long term care and life insurance and 401K plans. All are available to existing Heritage Bank clients as well as those seeking these services.
“We believe our partnership with IPI is a tremendous extension of our trusted relationship with our customers, “ said H. Lytle Thomas, President & CEO of Heritage Bank. “Customers are always our main priority. Through the combined expertise and reliability of both Heritage Bank and IPI, we’re ensuring our customers and their families have access to the important investment services they need.”
Robert J. Davis will serve as the financial advisor for those Heritage customers who wish to take advantage of any of these new services. Mr. Davis, a Union, Ky. resident, has over 14 years of finance industry experience in both bank brokerage and wirehouse settings.
“Creating opportunities to add significant financial value to our Heritage Bank customers is something I’m really excited about,” said Mr. Davis. “We look for these new products to be an instrumental resource for them.”