{"id":2671,"date":"2026-06-22T16:12:17","date_gmt":"2026-06-22T21:12:17","guid":{"rendered":"https:\/\/www.heritagesouth.org\/services\/investment-services\/"},"modified":"2026-10-29T15:50:44","modified_gmt":"2026-10-29T20:50:44","slug":"servicios-de-inversion","status":"publish","type":"page","link":"https:\/\/www.heritagesouth.org\/es\/services\/investment-services\/","title":{"rendered":"Servicios de inversi\u00f3n"},"content":{"rendered":"<div class=\"co-flex_row next_row__page-intro co-flex_row__page-hero\"><div class=\"co-flex_row--row co-row\">\t<header class=\"co-page_hero  co-page_hero__green co-page_hero__has_image display-img-desktop display-img-mobile\" aria-label=\"Header: INVESTMENT SERVICES\">\n\t\t<div class=\"co-page_hero--inner\">\n\t\t\t<div class=\"co-page_hero--text\">\n\t\t\t\t<div class=\"co-breadcrumbs\"><div class=\"co-breadcrumbs--inner\"><ol><li class=\"co-breadcrumbs--item\"><a href=\"https:\/\/www.heritagesouth.org\/es\/services\/\">Services<\/a><svg class=\"icon-svg\" aria-hidden=\"true\" viewBox=\"0 0 16 16\">\n\t\t\t\t<polyline fill=\"none\" stroke=\"currentColor\" stroke-width=\"1\" stroke-linecap=\"round\" stroke-linejoin=\"round\" stroke-miterlimit=\"10\" points=\"6.5,3.5 11,8 6.5,12.5\"><\/polyline>\n\t\t\t<\/svg><\/li><li class=\"co-breadcrumbs--item current\">Investment Services<\/li><\/ol><\/div><\/div>\t\t\t\t<h1 class=\"co-page_hero--title\">\n\t\t\t\t\tINVESTMENT SERVICES\t\t\t\t<\/h1>\n\t\t\t\t<p class=\"co-page_hero--tagline\">Put your future plans into motion.<\/p>\t\t\t\t\t<div class=\"co-page_hero--buttons\">\n\t\t\t\t\t\t<a class=\"co-page_hero--button gtm-button\" href=\"https:\/\/www.heritagesouth.org\/services\/investment-services\/#investmentform\"  >Talk With an Investment Professional<\/a>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"co-page_hero--img_wrap\">\n\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"975\" height=\"546\" src=\"https:\/\/www.heritagesouth.org\/files\/FarmPurchase.jpg\" class=\"co-page_hero--img\" alt=\"Man purchasing a farm.\" loading=\"eager\" srcset=\"https:\/\/www.heritagesouth.org\/files\/FarmPurchase.jpg 975w, https:\/\/www.heritagesouth.org\/files\/FarmPurchase-540x302.jpg 540w, https:\/\/www.heritagesouth.org\/files\/FarmPurchase-730x409.jpg 730w, https:\/\/www.heritagesouth.org\/files\/FarmPurchase-768x430.jpg 768w, https:\/\/www.heritagesouth.org\/files\/FarmPurchase-18x10.jpg 18w, https:\/\/www.heritagesouth.org\/files\/FarmPurchase-396x222.jpg 396w, https:\/\/www.heritagesouth.org\/files\/FarmPurchase-75x42.jpg 75w\" sizes=\"(max-width: 975px) 100vw, 975px\" \/>\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/header>\n<\/div><\/div>\n\n<div class=\"co-flex_row next_row__columns co-flex_row__page-intro\"><div class=\"co-flex_row--row co-row\">\t<div class=\"co-page_intro\">\n\t\t<h2 class=\"co-page_intro--title\">Welcome to Heritage South Financial LLC!<\/h2><div class=\"co-page_intro--desc text-component\"><p class=\"isSelectedEnd\">You do not need to have investing figured out before you reach out. Tell us what you\u2019re working toward, what questions you have, and where you are today. We\u2019ll take the time to listen and help you build a plan around your goals.<\/p>\n<p>It\u2019s part of how <strong>We Help When Others Won\u2019t.<\/strong><\/p>\n<p><em>Insurance and investment services provided by Heritage South Financial LLC. <\/em><\/p>\n<\/div>\t<\/div>\n<\/div><\/div>\n\n<div class=\"co-flex_row next_row__long-form-text co-flex_row__columns\"><div class=\"co-flex_row--row co-row\">\t<div class=\"co-columns\">\n\t\t\t\t<header class=\"co-intro_text\">\n\t\t\t<h2 class=\"co-intro_text--title\">Guidance for what comes next<\/h2>\t\t<\/header>\n\t\t\t\t\t<div class=\"co-columns--row prow prow-md:2 prow-lg:3 co-columns--row__images justify-center\">\n\t\t\t\t\t\t\t\t\t<div class=\"co-card\">\n\t\t\t\t\t\t<figure class=\"co-card--media\"><img loading=\"lazy\" decoding=\"async\" width=\"406\" height=\"250\" src=\"https:\/\/www.heritagesouth.org\/files\/MatureCoupleHiking.jpg\" class=\"co-card--image\" alt=\"Mature couple going hiking together.\" srcset=\"https:\/\/www.heritagesouth.org\/files\/MatureCoupleHiking.jpg 406w, https:\/\/www.heritagesouth.org\/files\/MatureCoupleHiking-18x12.jpg 18w, https:\/\/www.heritagesouth.org\/files\/MatureCoupleHiking-396x244.jpg 396w, https:\/\/www.heritagesouth.org\/files\/MatureCoupleHiking-75x46.jpg 75w\" sizes=\"auto, (max-width: 406px) 100vw, 406px\" \/><\/figure>\n\t\t\t\t\t\t<div class=\"co-card--body\">\n\t\t\t\t\t\t\t<h3 class=\"co-card--heading\" >Retirement Goals<\/h3><div class=\"co-card--desc text-component\"><p>Start planning for the years ahead or take another look at a strategy you already have in place. Whether you\u2019re just beginning to think about retirement or refining an existing plan, we\u2019ll help you understand your options and feel more confident about the path forward.<\/p>\n<\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"co-card--footer\"><a class=\"co-columns--button co-button\" href=\"https:\/\/www.heritagesouth.org\/services\/investment-services\/#investmentform\"  >Plan My Retirement<\/a><\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"co-card\">\n\t\t\t\t\t\t<figure class=\"co-card--media\"><img loading=\"lazy\" decoding=\"async\" width=\"406\" height=\"250\" src=\"https:\/\/www.heritagesouth.org\/files\/FatherDaughterCooking.jpg\" class=\"co-card--image\" alt=\"Father and daughter cooking together.\" srcset=\"https:\/\/www.heritagesouth.org\/files\/FatherDaughterCooking.jpg 406w, https:\/\/www.heritagesouth.org\/files\/FatherDaughterCooking-18x12.jpg 18w, https:\/\/www.heritagesouth.org\/files\/FatherDaughterCooking-396x244.jpg 396w, https:\/\/www.heritagesouth.org\/files\/FatherDaughterCooking-75x46.jpg 75w\" sizes=\"auto, (max-width: 406px) 100vw, 406px\" \/><\/figure>\n\t\t\t\t\t\t<div class=\"co-card--body\">\n\t\t\t\t\t\t\t<h3 class=\"co-card--heading\" >Future Plans<\/h3><div class=\"co-card--desc text-component\"><p>Talk through longer-term goals and explore ways to put your money to work toward them. From saving for major milestones to building a more structured investment approach, we\u2019ll help you think through what makes sense for your timeline and comfort level.<\/p>\n<\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"co-card--footer\"><a class=\"co-columns--button co-button\" href=\"https:\/\/www.heritagesouth.org\/services\/investment-services\/#investmentform\"  >Talk With Our Team<\/a><\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<div class=\"co-card\">\n\t\t\t\t\t\t<figure class=\"co-card--media\"><img loading=\"lazy\" decoding=\"async\" width=\"406\" height=\"250\" src=\"https:\/\/www.heritagesouth.org\/files\/CoupleHoldingPapers.jpg\" class=\"co-card--image\" alt=\"Couple looking at papers together.\" srcset=\"https:\/\/www.heritagesouth.org\/files\/CoupleHoldingPapers.jpg 406w, https:\/\/www.heritagesouth.org\/files\/CoupleHoldingPapers-18x12.jpg 18w, https:\/\/www.heritagesouth.org\/files\/CoupleHoldingPapers-396x244.jpg 396w, https:\/\/www.heritagesouth.org\/files\/CoupleHoldingPapers-75x46.jpg 75w\" sizes=\"auto, (max-width: 406px) 100vw, 406px\" \/><\/figure>\n\t\t\t\t\t\t<div class=\"co-card--body\">\n\t\t\t\t\t\t\t<h3 class=\"co-card--heading\" >Clearer Choices<\/h3><div class=\"co-card--desc text-component\"><p>Have questions about investing? Get help understanding your options before you make a decision. We\u2019ll walk through the basics, explain what\u2019s available, and help you feel more informed so you can move forward at your own pace.<\/p>\n<\/div>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"co-card--footer\"><a class=\"co-columns--button co-button\" href=\"https:\/\/www.heritagesouth.org\/services\/investment-services\/#investmentform\"  >Get Investment Help<\/a><\/div>\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n<\/div><\/div>\n\n<div class=\"co-flex_row next_row__full-width-promo co-flex_row__long-form-text\" id=\"investmentform\"><div class=\"co-flex_row--row co-row\">\t<div class=\"co-long_form\">\n\t\t\t\t<header class=\"co-intro_text has_intro\">\n\t\t\t<h2 class=\"co-intro_text--title\">Let\u2019s start a conversation<\/h2><div class=\"co-intro_text--intro text-component\"><p>Tell us a little about what you\u2019re looking for. An investment professional will follow up with you during regular business hours.<\/p>\n<\/div>\t\t<\/header>\n\t\t\t\t\t<div class=\"co-long_form--block prow items-center co-long_form--block__nomedia justify-center\">\n\t\t\t\t<div class=\"co-long_form--text pcol-md:8\">\n\t\t\t\t\t<div class=\"co-long_form--content text-component\"><p><script>\nvar gform;gform||(document.addEventListener(\"gform_main_scripts_loaded\",function(){gform.scriptsLoaded=!0}),document.addEventListener(\"gform\/theme\/scripts_loaded\",function(){gform.themeScriptsLoaded=!0}),window.addEventListener(\"DOMContentLoaded\",function(){gform.domLoaded=!0}),gform={domLoaded:!1,scriptsLoaded:!1,themeScriptsLoaded:!1,isFormEditor:()=>\"function\"==typeof InitializeEditor,callIfLoaded:function(o){return!(!gform.domLoaded||!gform.scriptsLoaded||!gform.themeScriptsLoaded&&!gform.isFormEditor()||(gform.isFormEditor()&&console.warn(\"The use of gform.initializeOnLoaded() is deprecated in the form editor context and will 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id='gfield_description_5_8'>This field is for validation purposes and should be left unchanged.<\/div><\/div><fieldset id=\"field_5_1\" class=\"gfield gfield--type-name gfield--input-type-name gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\" data-group-id=\"845eaa94\" data-field-span=\"12\"><legend id='gfield_label_5_1' class='gfield_label gform-field-label gfield_label_before_complex' ><span class='gform-field-label__text'>Your Name<\/span><span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/legend><div class='ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row' id='input_5_1'>\n                            \n                            <span id='input_5_1_3_container' class='name_first gform-grid-col gform-grid-col--size-auto' >\n                                                    <input type='text' name='input_1.3' id='input_5_1_3' value=''   aria-required='true'     aria-labelledby=\"input_5_1_3_label gfield_label_5_1\"\/>\n                                                    <label for='input_5_1_3' id='input_5_1_3_label' class='gform-field-label gform-field-label--type-sub '>First<\/label>\n                                                <\/span>\n                            \n                            <span id='input_5_1_6_container' class='name_last gform-grid-col gform-grid-col--size-auto' >\n                                                    <input type='text' name='input_1.6' id='input_5_1_6' value=''   aria-required='true'     \/>\n                                                    <label for='input_5_1_6' id='input_5_1_6_label' class='gform-field-label gform-field-label--type-sub '>Last<\/label>\n                                                <\/span>\n                            \n                        <\/div><\/fieldset><div id=\"field_5_3\" class=\"gfield gfield--type-phone gfield--input-type-phone gfield--phone-format-international gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\" data-group-id=\"da22a50d\" data-field-span=\"12\"><label id='gfield_label_5_3' class='gfield_label gform-field-label' for='input_5_3'><span class='gform-field-label__text'>Phone Number<\/span><span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_phone'><input name='input_3' id='input_5_3' type='tel' value='' class='large'   aria-required=\"true\" aria-invalid=\"false\"    \/><\/div><\/div><div id=\"field_5_4\" class=\"gfield gfield--type-email gfield--input-type-email gfield--width-full gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\" data-group-id=\"508d788e\" data-field-span=\"12\"><label id='gfield_label_5_4' class='gfield_label gform-field-label' for='input_5_4'><span class='gform-field-label__text'>Email Address<\/span><span class=\"gfield_required\"><span class=\"gfield_required gfield_required_text\">(Required)<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_4' id='input_5_4' type='email' value='' class='large'    aria-required=\"true\" aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_5_5\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-full field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible\" data-group-id=\"68000b6f\" data-field-span=\"12\"><label id='gfield_label_5_5' class='gfield_label gform-field-label' 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             <p style=\"display: none !important;\" class=\"akismet-fields-container\" data-prefix=\"ak_\"><label>&#916;<textarea name=\"ak_hp_textarea\" cols=\"45\" rows=\"8\" maxlength=\"100\"><\/textarea><\/label><input type=\"hidden\" id=\"ak_js_1\" name=\"ak_js\" value=\"229\"\/><script>\ndocument.getElementById( \"ak_js_1\" ).setAttribute( \"value\", ( new Date() ).getTime() );\n<\/script>\n<\/p><\/form>\n                        <\/div><\/p>\n<\/div>\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n<\/div><\/div>\n\n<div class=\"co-flex_row next_row__single-path-cta co-flex_row__full-width-promo\"><div class=\"co-flex_row--row co-row\"><div class=\"co-fwp--block\">\n\t\t\t<div class=\"co-promo co-promo__full_width js-promo\" data-promotitle=\"Estate Planning\" data-promostate=\"static\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/trustandwill.com\/partnerships\/lmcur-members?utm_source=lovemycreditunion&#038;utm_medium=partnerships&#038;p_id=103&#038;c_id=67748\" class=\"co-promo--img_link promo_img_link\">\n\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"489\" height=\"312\" src=\"https:\/\/www.heritagesouth.org\/files\/EstatePlanning.jpg\" class=\"co-promo--img\" alt=\"Estate planning.\" srcset=\"https:\/\/www.heritagesouth.org\/files\/EstatePlanning.jpg 489w, https:\/\/www.heritagesouth.org\/files\/EstatePlanning-18x12.jpg 18w, https:\/\/www.heritagesouth.org\/files\/EstatePlanning-396x253.jpg 396w, https:\/\/www.heritagesouth.org\/files\/EstatePlanning-75x48.jpg 75w\" sizes=\"auto, (max-width: 489px) 100vw, 489px\" \/>\t\t\t\t<\/a>\n\t\t\t\t\t\t<div class=\"co-promo--text text-component promo_text_wrap\">\n\t\t\t\t<span class=\"co-promo--label\">Promo<\/span>\n\t\t\t\t<h2 class=\"co-promo--title\">\n\t\t\t\t\tEstate Planning\t\t\t\t<\/h2>\n\t\t\t\t<p>Make it easier to put important plans in place. Heritage South members can save on online estate planning services through Trust &amp; Will.<\/p>\n\t\t\t\t<a class=\"co-promo--button co-button gtm-button\" href=\"https:\/\/www.heritagesouth.org\/es\/speed-bump\/?url=https%3A%2F%2Ftrustandwill.com%2Fpartnerships%2Flmcur-members%3Futm_source%3Dlovemycreditunion%26utm_medium%3Dpartnerships%26p_id%3D103%26c_id%3D67748&#038;prev=https%3A%2F%2Fwww.heritagesouth.org%2Fes%2Fservices%2Finvestment-services%2F\"  >Explore Estate Planning<\/a>\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n<\/div><\/div>\n\n<div class=\"co-flex_row next_row__related-products co-flex_row__single-path-cta\"><div class=\"co-flex_row--row co-row\">\t<div class=\"co-sp_cta\">\n\t\t<h2 class=\"co-sp_cta--headline\">Questions are a good place to start<\/h2><div class=\"co-sp_cta--desc\"><p>Whether you already have a plan or are just beginning to think about the future, reach out when you\u2019re ready. We\u2019ll help you understand the next step without making things more complicated than they need to be.<\/p>\n<\/div><a class=\"co-sp_cta--button gtm-button\" href=\"https:\/\/www.heritagesouth.org\/frequently-asked-questions-faqs\/contact-us\/\"  >Contact Us<\/a>\t<\/div>\n<\/div><\/div>\n\n<div class=\"co-flex_row next_row__back-to-top co-flex_row__related-products\"><div class=\"co-flex_row--row co-row\">\t<div class=\"co-rel_prods center-narrow\">\n\t\t\t\t<header class=\"co-intro_text\">\n\t\t\t<h2 class=\"co-intro_text--title\">You may also be interested in<\/h2>\t\t<\/header>\n\t\t\t\t\t<div class=\"co-rel_prods--cols prow prow-md:2  justify-center\">\n\t\t\t\t\t\t\t\t\t<div class=\"co-rel_prods--col\">\n\t\t\t\t\t\t<div class=\"co-rel_prods--col_inner\">\n\t\t\t\t\t\t\t<h3 class=\"co-rel_prods--col_title\">Certificates<\/h3><div class=\"co-rel_prods--col_desc text-component\"><p class=\"isSelectedEnd\">A certificate\u2014often called a CD\u2014lets you deposit money for a set amount of time while earning dividends throughout the term.<\/p>\r\nHeritage South offers options ranging from six months to five years, so you can choose a timeline that works for your savings goals.<\/div><a class=\"co-rel_prods--col_cta\" href=\"https:\/\/www.heritagesouth.org\/es\/checking-savings\/savings\/certificates-deposits-cds\/\" target=\"_blank\" aria-label=\"Learn more about Certificates\">Learn more<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<div class=\"co-rel_prods--col\">\n\t\t\t\t\t\t<div class=\"co-rel_prods--col_inner\">\n\t\t\t\t\t\t\t<h3 class=\"co-rel_prods--col_title\">Insurance<\/h3><div class=\"co-rel_prods--col_desc text-component\"><p class=\"isSelectedEnd\">When life throws you a curveball, we\u2019ve got you covered. Our insurance experts can help you safeguard the things that your family and loved ones depend on \u2014 without overpaying. From insurance to protection products, we\u2019ll help you make every dollar count.<\/p>\r\n\r\nWhen you finance an auto loan with Heritage South, optional protection can help when job changes, mechanical problems, or unexpected life events put extra pressure on your budget.\r\n\r\n<em>Insurance and investment services provided by Heritage South Financial LLC. <\/em><\/div><a class=\"co-rel_prods--col_cta\" href=\"https:\/\/www.heritagesouth.org\/es\/services\/insurance\/\" target=\"_blank\" aria-label=\"Learn more about Insurance\">Learn more<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/div><\/div>\n\n<div class=\"co-flex_row co-flex_row__last co-flex_row__back-to-top\"><div class=\"co-flex_row--row co-row\"><div class=\"co-back_top\">\n\t<a class=\"co-back_top--link\" href=\"#\">\n\tBack to Top\t<img loading=\"lazy\" decoding=\"async\" class=\"co-back_top--link_icon\" src=\"https:\/\/www.heritagesouth.org\/wp-content\/themes\/heritagesouth-theme\/images\/back-to-top-arrow.svg\" width=\"33\" height=\"33\" alt=\"\" aria-hidden=\"true\">\n\t<\/a>\n<\/div>\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>You do not need to have investing figured out before you reach out. Tell us what you\u2019re working toward, what questions you have, and where you are today. We\u2019ll take the time to listen and help you build a plan around your goals. It\u2019s part of how We Help When Others Won\u2019t. Insurance and investment services provided by Heritage South &hellip; <a href=\"https:\/\/www.heritagesouth.org\/es\/services\/investment-services\/\">Continue reading <span class=\"meta-nav\">\u2192<\/span><\/a><\/p>","protected":false},"author":12,"featured_media":0,"parent":2665,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_searchwp_excluded":"","footnotes":""},"class_list":["post-2671","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investment Services - Heritage South Community Credit Union<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.heritagesouth.org\/es\/servicios\/servicios-de-inversion\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Services - Heritage South Community Credit Union\" \/>\n<meta property=\"og:description\" content=\"You do not need to have investing figured out before you reach out. 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