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Investment Services
US Government Securities
Corporate Bonds
Municipal Bonds
Brokerage Accounts
529 College Savings Plans
Coverdell Education Savings Plan
Fixed Annuities
Variable Annuities
Mutual Funds
Life Insurance
Long Term Care
Traditional & Roth IRA's
Simple IRA's, SEP IRA's 401(k) Programs & 403(b) Plans

Investment Services

The professionals at Heartland Investment Services located at Heartland bank are Registered Representatives of Great American Advisors®, Inc. (GAA).  We believe that planning and investment diversification, although not a guarantee of profit or protection from a loss in a declining market, play a major role in providing solutions for your financial needs.  Whatever your financial goals, risk tolerance, tax and overall financial situation may be, the professionals at Heartland Investment Services can help.  We take pride in providing the highest degree of personal service that lets you know that your dreams are important to us, too. 

Product offerings include but are not limited to:

  • 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
  • Online Account Access and Trading

Services include but are not limited to:

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

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Alternative Investments such as securities and insurance products including annuities are not FDIC insured and are not deposits or other obligations of Heartland Bank and are subject to investment risk including possible loss of the principal invested.

Securities offered through Great American Advisors®, Inc. (GAA), member FINRA.  Great American Advisors®, Inc. (GAA) and Heartland Investment Services are not affiliated.
www.finra.org

 

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