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Overview
Heritage Financial is a financial services company that provides banking, insurance, and investment solutions for individuals and businesses. The company was founded in 1985 and is headquartered in Olympia, Washington. Heritage Financial operates through its subsidiary banks, Heritage Bank and Central Valley Bank, which have a combined 87 branch locations throughout Washington, Oregon, and Idaho. The company offers a wide range of financial products and services, including checking and savings accounts, mortgage loans, retirement planning, and insurance. The company also has a strong focus on community involvement and philanthropy, with a commitment to supporting local organizations and causes. Heritage Financial has received numerous awards and recognition for its financial performance and community involvement, including being named one of the Best Banks to Work For by American Banker magazine. In addition to its banking services, Heritage Financial also offers investment advisory services through its subsidiary, Heritage Financial Consultants. This arm of the company provides personalized investment strategies and portfolio management to help clients reach their financial goals. Overall, Heritage Financial prides itself on being a trusted and reliable partner in helping individuals and businesses achieve financial success.
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