Heritage Financial

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Heritage Financial is a financial services company that provides banking, insurance, and investment solutions for individuals and businesses. The company was founded in 1985 and is headquartered in Olympia, Washington.
Heritage Financial operates through its subsidiary banks, Heritage Bank and Central Valley Bank, which have a combined 87 branch locations throughout Washington, Oregon, and Idaho. The company offers a wide range of financial products and services, including checking and savings accounts, mortgage loans, retirement planning, and insurance.
The company also has a strong focus on community involvement and philanthropy, with a commitment to supporting local organizations and causes. Heritage Financial has received numerous awards and recognition for its financial performance and community involvement, including being named one of the Best Banks to Work For by American Banker magazine.
In addition to its banking services, Heritage Financial also offers investment advisory services through its subsidiary, Heritage Financial Consultants. This arm of the company provides personalized investment strategies and portfolio management to help clients reach their financial goals.
Overall, Heritage Financial prides itself on being a trusted and reliable partner in helping individuals and businesses achieve financial success.

There are a few key features that make Heritage Financial stand out among other financial companies:
1. Community-oriented approach: Heritage Financial prioritizes building and maintaining strong relationships with its customers and the communities it serves. The company is committed to understanding the unique needs of each community and providing tailored financial solutions.
2. Strong values and ethics: Heritage Financial is guided by a strong set of values and ethics, including honesty, integrity, and transparency. This commitment to ethical practices helps to build trust and credibility with customers.
3. Local decision making: As a community bank, Heritage Financial has local decision-making authority, meaning that important decisions are made by individuals who live and work in the same communities as their customers. This allows for more personalized and responsive service.
4. Diverse range of products and services: Heritage Financial offers a wide range of financial products and services, including banking, lending, wealth management, and insurance. This allows customers to access all their financial needs in one place.
5. Commitment to innovation and technology: While Heritage Financial has a strong focus on traditional community banking values, it also stays ahead of the curve by investing in innovative technology and digital solutions to improve customer experiences.
6. Strong financial performance: Heritage Financial has a strong track record of financial performance, with consistent growth and profitability. This stability and financial strength provide customers with confidence in the company’s ability to serve their needs for the long term.