Retail Investment Alternatives

Heritage Bank > Retail Investment Alternatives

Meet our Financial Advisor

Heritage Advisory Services

Stephanie Wood

LPL Financial Advisor

stephanie.wood@lpl.com
Office: 308-398-4000  x 14
Cell: 308-390-9192

Stephanie is an LPL Financial Advisor with 19 years experience specializing in Retirement Planning and Advisory Services.  Licensed in insurance and investments, she is dedicated to developing a financial strategy for each individual client based on their unique goals and objectives.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Why Choose Us?

When you look around town, you’ll find an investment broker on nearly every street corner.  Why choose one over the other?  What should you be looking for when selecting someone to help you meet your investment goals?  Maybe you don’t even know what a realistic investment objective should be or where to begin?  Rest assured, we understand how overwhelming that can be.  We commend your decision to look for someone with the expertise to help you find the answers.

At Heritage Advisory Services, investors of all sizes have an opportunity to work with one of the most professional, conscientious, well-informed and caring people in the industry.  Stephanie will work to identify where you are today, where you’d like to get to, what your unique needs are, and identify a risk tolerance that seeks to help you achieve your goals while still sleeping easy at night.  Then she’ll craft an investment strategy suited just to you.  You get to decide whether you like those recommendations or want to make any adjustments before moving forward.  She’s available to meet with you in person or over the phone whenever you need her throughout the life of the relationship as well.  Heritage Advisory Services isn’t interested in a quick sale – we’re with you for the long haul.

Stock chart with calculator, fountain pen and eyeglasses

Our Services:

  • IRAs
    • Traditional
    • Roth
    • SEP
    • Simple
  • 401(k)
  • 403(b)
  • Fixed Income
  • Brokered CDs
  • Mutual Funds
  • Stock
  • Structured Products
  • Unit Investment Trusts
  • ETFs and ETNs
  • Alternative Investments

Learn More:

You can learn more about the differences between Registered Investment Advisors and Brokers here. When you’re ready to begin, please give Stephanie a call at 308-398-4000 x 14 or 308-390-9192.

LPL Financial Member FINRA/SIPC

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NE, CO, KS, TN, NC, TX.

Font Resize
Contrast