Heritage FCU Announces Financial Services Program Name Change

Contacts: Steven Bugg, Chief Marketing and Member Service Officer
812-853-7306, ext. 2267

Newburgh, IN — Heritage Federal Credit Union is pleased to announce that the MEMBERS Financial Services* program located at the Credit Union is now known as Heritage Financial effective immediately.

Products and services provided by Heritage Financial are offered through CUNA Brokerage Services, Inc., a leading provider of financial services to cooperatives, credit unions, their members and valued customers worldwide.  Heritage Financial representatives, Kim Shirk and Faye Buchanan, are registered through CUNA Brokerage Services, Inc.  CBSI utilizes face-to-face financial advisors to help credit unions meet member retirement, investment, and insurance needs.

Heritage Federal Credit Union’s Ruth Jenkins, CCE, President and CEO states, “We are excited to announce that the MEMBERS Financial Services Program is now called Heritage Financial.  Heritage Financial advisors will still provide the same great service to our members, but now the name will more closely align the program with Heritage Federal Credit Union.  It is our hope that members will continue to associate the great service they receive through the Heritage Financial program with Heritage Federal Credit Union as well.”

* Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.  FR031213-8F2C

About Heritage Federal Credit Union

Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships or attends school in Vanderburgh or Warrick County, or has an immediate family member who does. 

Heritage Federal Credit Union is a community-chartered Federal credit union with over $418 million in assets and serves more than 42,154 members, and operates seven branches in Vanderburgh and Warrick Counties in Southwestern Indiana.  More information regarding Heritage Federal Credit Union can be located at

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