Broker Check

About Us

Heartland Financial Services is a separate division of Heartland Credit Union, focusing on helping members of HCU and the Springfield area with their investments and financial planning needs.

Client Centered

Heartland Financial Services specializes in providing assistance with:

  • 401(k) rollovers
  • Stocks, Bonds, Mutual Funds, and Annuities
  • Traditional and Roth IRAs
  • Employer Sponsored Retirement Plans
  • Retirement Income Planning
  • Education Savings
  • Investment Advisory Services
  • Life Insurance
  • Long Term Care Insurance
  • Estate Planning
The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
Learn More
Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Learn More
Strategies for Managing Student Loan Debt

Strategies for Managing Student Loan Debt

Five strategies for managing your student debt.
Learn More