Truist

Heritage Investment Services Fund, based in Mechanicsburg, PA, has been committed to empowering local churches and ministries since its inception in 2012. By offering competitive investment options such as promissory notes and retirement accounts, the fund supports the growth of the Kingdom of God while providing financial resources tailored to the unique needs of faith-based organizations. With a focus on building lasting relationships, HIS Fund aims to bridge the gap between traditional lending institutions and the church community. Clients have praised the organization for its deep understanding of ministry needs and commitment to facilitating thoughtful financial stewardship, ultimately helping churches achieve their growth objectives. Generated from the website

I care about what's important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand what's truly important to you ” whether it's saving for college, retiring the way you want, making smart investments or anything else.

Our wealth management advisors in TIAA’s Mechanicsburg, PA office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Mechanicsburg, PA office is a smaller satellite office, so please call today to schedule an appointment (877) 338-4225.