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You don't have to be wealthy to care about
"Wealth Management".
Heritage Oaks Financial Services serves both individual and institutional investors who seek to manage their wealth toward specific long - or short-term goals. Whether you're an experienced investor or just starting out, you can benefit from having an advisor with skill and access to an array of tools.1
Through an affiliation with UVEST Financial Services, Heritage Oaks Financial Services, a division of Heritage Oaks Bank, provides you access to a complete suite of Brokerage and Investment Advisory products and services. These include:
Brokerage:
- Stocks
- Bonds
- Mutual Funds
- Real Estate Investment Trusts
- Fixed Annuities
- Variable Annuities
- IRAs
- Insurance
Investment Advisory:
- Financial Planning
- Trust and Estate Planning
- Multi Strategy and Separately Managed Accounts
- VISTA Mutual Funds Wrap
- Consultative Advisory Accounts
| 1 | Securities are offered by, and Investment Consultants are registered with, UVEST Financial Services, member NASD/SIPC. UVEST and Heritage Oaks Financial Services are independent entities. |
| • NOT FDIC Insured |
• NOT Bank Guaranteed |
• MAY Lose Value |
| • NOT Guaranteed by Any Government Agency |
• NOT a Bank Deposit |
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Whatever your investment needs, from starter to savvy investor, our financial advisors will help you achieve your goals.
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