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Heritage Bank N.A.

Overview:

At Heritage Bank, we’re not all “About Us.” We’re about you… our customers, our communities and our employees.

Heritage Bank’s mission is to help people succeed financially. Specifically, that means:

   Helping our customers meet their goals and achieve their dreams
   Supporting our communities and helping them thrive
   Providing a gainful and enjoyable workplace for our employee owners
   Providing a sound and profitable return for our investors.

Through our Employee Stock Ownership Plan (ESOP), Heritage Bank is able to reinvest in the employees and support the local communities we serve.

Our products have evolved along with the communities we serve. With $375 million in assets and 12 offices throughout Minnesota and Iowa, we have grown steadily over the generations. Yet, our mission as a traditional, community-focused bank remains the same… it’s our heritage.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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