Heartland Financial Services

Heartland Financial Services Heartland Financial Services the wealth management division of Heartland Credit Union Member FINRA/SIPC. Some third-party posts may be reviews or testimonials.

Heartland Financial Services is a full-service financial planning division of Heartland Credit Union. We specialize in getting to know our clients, understanding their needs, and tailoring solutions to help them achieve their goals. Our mission is to help you manage and protect your assets so that you can worry less and lead a more fulfilling life. Heartland Financial Services is a division of Hea

rtland Credit Union (HCU). Securities are: not insured by the NCUA; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). MSTC and HCU are not affiliated

Information provided by Registered Representatives of Midwestern Securities Trading Company, LLC is neither tax nor legal advice. Investors should speak to their tax professionals for specific information regarding their individual tax situations. Third-party posts that appear on this social media site have not been reviewed or approved by Midwestern Securities or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Midwestern Securities or its advisers. Midwestern Securities does not provide compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients. To learn more about the securities industry, visit the following industry websites:
www.finra.org
www.sipc.org

Check the background of this financial professional on FINRA's BrokerCheck. https://brokercheck.finra.org/

This communication is strictly intended for individuals residing in the United States.

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out wha...
06/02/2026

Do you actually know what your car costs you in fuel each year? Enter your driving habits and gas prices to find out what your MPG really means for your wallet.

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

06/01/2026

The post-Memorial Day holiday trading week was short but potent as stocks delivered more record gains while confidence grew that a peace deal would materialize. The Standard & Poor’s 500 Index advanced 1.43 percent, while the Nasdaq...

Happy 529 Day! 🎓 Have you considered starting a 529 college savings plan for your child or grandchild?Starting early and...
05/29/2026

Happy 529 Day! 🎓 Have you considered starting a 529 college savings plan for your child or grandchild?

Starting early and contributing consistently, even small amounts, can make a meaningful impact over time.

Why consider a 529 plan?
📚 Potential tax advantages
📚 Tax-free withdrawals for qualified education expenses
📚 Flexible use for tuition, books, room & board, and more
📚 Family members, including grandparents, can contribute
📚 Potential Roth IRA rollover options for unused funds, subject to limitations

Interested in learning more? Connect with our team to explore your options and build an education savings strategy tailored to your family’s goals.


Note: A 529 plan is a tax-advantaged savings vehicle intended for education expenses. Before selecting a plan, individuals should review applicable fees, investment options, and state-specific tax treatment. State tax laws may differ from federal laws, and eligibility for tax deductions will depend on the taxpayer's state of residence. Nonqualified withdrawals may be subject to income tax and a 10% federal penalty on earnings.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
05/28/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolst...
05/26/2026

Stocks bounced back last week as enthusiasm for the AI trade continued and rumors of a Middle East peace agreement bolstered investor optimism. The Standard & Poor’s 500 Index advanced 0.88 percent, while the Nasdaq Composite Index...

Explore how inflation has affected purchasing power over the decades with this historical tool.
05/26/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

On Memorial Day, we honor those who gave their lives so we could live free. Take today to reflect on those freedoms: fre...
05/25/2026

On Memorial Day, we honor those who gave their lives so we could live free. Take today to reflect on those freedoms: freedom of speech, freedom to worship, freedom to assemble, financial freedom, and more.

Our office will not be open today but will resume normal hours tomorrow, May 26.

Congratulations to the graduating classes of 2026!🎉🎓As you celebrate this exciting milestone, we applaud your hard work,...
05/22/2026

Congratulations to the graduating classes of 2026!🎉🎓

As you celebrate this exciting milestone, we applaud your hard work, dedication, and your bright future ahead. Graduation is not only a time to reflect—it's also the perfect moment to start thinking about your financial future.

Whether you're heading to college, starting a career, or exploring new opportunities, building smart saving habits early can make a big difference down the road. Don’t hesitate to reach out and schedule a time to meet with us.

From all of us, best wishes for your next chapter! 💼

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
05/21/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

How many credit cards do you have?
05/19/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Address

2213 W White Oaks Drive
Springfield, IL
62704

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12177262101

Website

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