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Heritage Community Bank wants to help you meet your financial goals. That’s why we offer a wide range of investment services that cover virtually every situation. If you call for extensive assistance in developing your portfolio or you just need some quick advice about stocks and bonds, we’re the source for all your investing needs.

Adam Mathews
Investment Representative
843.383.8841
843.383.4333
investments@heritageonline.biz

 


For both personal accounts and businesses, we make available:
    • Financial Planning/ Portfolio Development
    • Annuities
    • Stocks & Bonds
    • Mutual Funds
    • Traditional & Roth IRA’s
    • Simple IRA’s
    • 401 (k)’s and other Pension accounts
    • College Savings Plans

For complete details or to speak with an Investment Representative, call 843.383.8841 or toll free 877.883.4333. Ask for our Investment Representative.

Securities are offered through Nexity Financial Services, Inc., member FINRA/SIPC, an independent broker dealer, and are:

  • NOT FDIC Insured.
  • NOT GUARANTEED by the Financial Institution.
  • SUBJECT to risk and may lose value.

Nexity Financial Services and Heritage Community Bank are non affiliated entities.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. Nexity Financial Services’s U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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