Investments | Heritage Bank of the Ozarks

Location:

1663 Southdale Dr
Lebanon MO, 65536-3759

Office Hours:

Monday - Friday

8:00 a.m. - 4:00 p.m.

Financial advice to help achieve your goals

Heritage Bank of the Ozarks offers an investment services program through Ameriprise Financial Institutions Group, a channel of Ameriprise Financial Services, LLC. Through on-site financial planning, extensive investment solutions and convenient digital capabilities, they partner with us to help you reach your financial goals. Financial advisor Lance Link at Heritage Financial Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, is available to speak with you about your unique financial situation and goals.

Why work with a financial advisor?

You work hard for what you earn. Ensure your savings and investments prepare you for the future you want. A financial advisor can help you achieve your short and long-term financial goals and plan for unexpected events. Through an ongoing, collaborative relationship with a financial advisor, plus secure anytime–access to your accounts online, you can track your progress toward your goals and receive timely advice when you need it.

A comprehensive approach

Together, you and your financial advisor will evaluate your current financial situation. From there, your financial advisor will work with you to address key needs, consider tax strategies and find ways to help fill any gaps that could keep you from achieving the lifestyle you want. Through personalized financial advice, your financial advisor will help you prioritize what’s important today while planning for a more confident financial future.

Solutions and advice aligned to you

Through Ameriprise Financial, you’ll have access to wide-ranging advice — from customized investment recommendations and asset allocation strategies to comprehensive financial planning that covers key aspects of your financial life — to help you meet your goals. Your financial advisor can also provide access to an extensive suite of solutions to meet your specific needs, including investments, insurance, annuities, and much more.

Products and services available through Ameriprise Financial

Financial planning
Retirement planning
Investments
Funding education expenses
Insurance and annuities
Estate planning strategies
Retirement income strategies
Tax planning strategies

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About Ameriprise Financial

As a longstanding leader in financial planning and advice, Ameriprise Financial helps clients navigate the present without losing sight of the future.

Ameriprise Financial has remained true to its vision of putting its clients' interests first for more than 125 years. Ameriprise Financial and its subsidiaries serve more than 2 million individual, business and institutional clients¹, with more than $1 trillion in assets under management and administration².

View the Ameriprise FINRA BrokerCheck listing.

¹ Company Report

² Company data, as of Q3 2023

We have a partnership with Ameriprise Financial Services to provide financial planning services and solutions to our clients. We are not an investment client of Ameriprise, but we have a revenue sharing relationship with them that creates a conflict of interest. Details on how we work together can be found on ameriprise.com/sec-disclosure.

Not FDIC or NCUA Insured

No Financial Institution Guarantee

May Lose Value

Ameriprise Financial Services, LLC is not an FDIC insured bank; FDIC insurance only covers the insolvency of FDIC-insured banks.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.

Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial

Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.