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Investment Services

Heartland Investment Services 

Meet our Investment Representatives.
When you work with Infinex Financial Group, you can expect the same professional service you have come to trust at Heartland Bank. One of our experienced investment representatives can help you investigate the wide variety of investment services and products available and how they might work together to best meet your financial goals.

Feel free to peruse through some of our investment products on the left hand side, but keep in mind that we are not only limited to these products. Contact us today for more information!

Specializing in the following areas:

  • U.S. Government Securities
  • Corporate Bonds
  • Municipal Bonds
  • Brokerage Accounts
  • 529 College Savings Plans
  • Coverdell Education Savings Accounts
  • Fixed Annuities
  • Variable Annuities
  • Mutual Funds
  • Life Insurance
  • Long Term Care Insurance
  • Traditional and Roth IRA’s
  • Simple IRA’s, SEP IRA’s, 401(k) Programs and 403(b) Plans

Accessible services include but are not limited to:

  • College Planning
  • Financial Planning
  • Personal Retirement Planning
  • Corporate Retirement Planning
  • Portfolio Management
  • Portfolio Evaluation
  • Business Succession Planning

If you would like to arrange for a free financial consultation or have any questions, please contact (614) 839-2265 or if you prefer to be contacted, click here.

Investors should carefully consider the investment objectives and risks before investing. To obtain more information, please contact your Heartland Investment Service Representative.

Disclaimer: Investment and insurance products and services offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Heartland Investment Services is a subsidiary of the bank. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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