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Wealth Management

Heritage Bank Wealth Management

At Heritage Bank, we understand that creating, protecting and distributing wealth is important to the financial security of you and your family, which is why we have partnered, exclusively, with an award-winning investment services firm to create Heritage Bank Wealth Management powered by Legacy Investment Services, Inc.

Our customers enjoy global portfolio offerings in combination with the small town feel of having an advisor to meet with face-to-face. We put our customers’ needs first, and pull you into an individualized financial planning process by taking the extra time necessary to educate you on the investment options that are most appropriate for your specific needs. We are able to provide unbiased recommendations, pledging to grant you the peace of mind that comes with financial guidance.

Heritage Bank Wealth Management has one objective: to help our customers achieve a goal of creating, protecting, and distributing wealth. Our interests align with those of our customers — we grow as you grow.

Solutions

At Heritage Bank Wealth Management, our investment platform encompasses a broad spectrum of financial planning solutions to fit your needs – including:

  • Mutual funds
  • Stocks
  • Bonds
  • Annuities
  • Insurances

Together, we will help guide you on your financial journey.

Securities and Investment Advisory Services are offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Advisor.

Heritage Bank of Central Illinois, Legacy Investment Services, Inc. and Woodbury Financial Services, Inc. are not affiliated entities.

Investment and insurance products are:

| Not FDIC Insured | Not Guaranteed by the Bank | Not a Deposit |

| May Go Down in Value | Not Insured by Any Federal Government Agency |


Contact Heritage Bank Wealth Management

Have a question?  Contact us at 309.681.3900 or complete the form below.

Note: Please do no send account information, Social Security numbers or other personal information.

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Education Center

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The site will load in a new, second browser window. To return to www.heritage-bnk.com, simply close the new window.

Click here to access the Education Center.

Lost / Stolen Debit Card

If you've lost your card and it is not during our normal business hours, you can call the STAR® network at:

1-800-523-4175

and respond to the prompts.

Facebook

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Click here to go to our Facebook page.

Education Center

You are about to leave the Heritage Bank of Central Illinois web site. Please note that by clicking on the link below, you will enter a site NOT owned or operated by Heritage and therefore, our privacy policy does not apply. Please review that web site's privacy policy. The inclusion of this link is not an endorsement by Heritage of the site, its content, advertisers or sponsors.

The site will load in a new, second browser window. To return to www.heritage-bnk.com, simply close the new window.

Click here to access the Education Center.

Education Center – Online Banking Demo

You are about to leave the Heritage Bank of Central Illinois web site. Please note that by clicking on the link below, you will enter a site NOT owned or operated by Heritage and therefore, our privacy policy does not apply. Please review that web site's privacy policy. The inclusion of this link is not an endorsement by Heritage of the site, its content, advertisers or sponsors.

The site will load in a new, second browser window. To return to www.heritage-bnk.com, simply close the new window.

Click here to access the Education Center.

Education Center

You are about to leave the Heritage Bank of Central Illinois web site. Please note that by clicking on the link below, you will enter a site NOT owned or operated by Heritage and therefore, our privacy policy does not apply. Please review that web site's privacy policy. The inclusion of this link is not an endorsement by Heritage of the site, its content, advertisers or sponsors.

The site will load in a new, second browser window. To return to www.heritage-bnk.com, simply close the new window.

Click here to access the Education Center.

Deluxe Check Ordering

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The site will load in a new, second browser window. To return to www.heritage-bnk.com, simply close the new window.

Click here to access the Deluxe check ordering page.

Deluxe Check Ordering

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The site will load in a new, second browser window. To return to www.heritage-bnk.com, simply close the new window.

Click here to access the Deluxe check ordering page.

Personal Credit Card Login

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The site will load in a new, second browser window. To return to www.heritage-bnk.com, simply close the new window.

Click here to access the First Bankcard login page.

Business Credit Card Login

You are about to leave the Heritage Bank of Central Illinois web site. Please note that by clicking on the link below, you will enter a site NOT owned or operated by Heritage and therefore, our privacy policy does not apply. Please review that web site's privacy policy. The inclusion of this link is not an endorsement by Heritage of the site, its content, advertisers or sponsors.

The site will load in a new, second browser window. To return to www.heritage-bnk.com, simply close the new window.

Click here to access the First Bankcard login page.

You are about to leave the Heritage Bank of Central Illinois web site. Please note that by clicking on the link below, you will enter a site NOT owned or operated by Heritage and therefore, our privacy policy does not apply. Please review that web site's privacy policy. The inclusion of this link is not an endorsement by Heritage of the site, its content, advertisers or sponsors.

The site will load in a new, second browser window. To return to www.heritage-bnk.com, simply close the new window.