Helping You Plan for What Matters
Originally founded in 2011, Heritage Financial & Investment Services helps individuals, families, and business owners plan for what’s ahead. We’re here to help you make the most out of what you’ve worked hard to build—whether you’re looking for a strong investment portfolio, saving for your children’s education, or preparing for the next chapter of life.
Our Roots Run Deep
We’re proud to call Woodsfield home. Every member of the Heritage Financial team grew up here, and we understand the values that shape families, farms, and businesses around us. That’s part of what drives us.
Because we’re supporting our friends and neighbors, our approach is straightforward: listen first, offer practical guidance, and build a plan that fits your life. We focus on helping you work toward your goals for the future.
