Investment Options

Check the background of investment professionals associated with this site on FINRA's 'BrokerCheck'.

The Heritage Way - Investments, Insurance, & Retirement Program is offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC). For more information about LPL Financial, please visit lpl.com.

Everyone has their reasons for investing. At Heritage Way - Investments, Insurance, & Retirement, we're ready to give you an advantage, no matter your investment needs. We have access to a variety of products to fit your investing needs, including Mutual Funds, Stocks, Bonds, Annuities, and Coverdell Education Savings Accounts. Email or call Pamela Forte at 802.776.2190 to make an appointment today to speak with the Heritage Way - Investments, Insurance, & Retirement Team and find out what is right for you.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heritage Family Credit Union and Heritage Way - Investments, Insurance, Retirement are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heritage Way - Investments, Insurance, Retirement, and may also be employees of Heritage Family Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heritage Family Credit Union or Heritage Way - Investments, Insurance, Retirement. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial Registered Representative(s) associated with this website may discuss and/or transact business only with the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (Heritage Family Credit Union) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Heritage Family Credit Union for these referrals. This creates an incentive for Heritage Family Credit Union to make these referrals, resulting in a conflict of interest. Heritage Family Credit Union is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

Investment Options

Heritage Way – Investments, Insurance, & Retirement

Heritage Way – Investments, Insurance, & Retirement