About Us

Heritages South Financial, LLC is a wholly-owned, for-profit subsidiary of Heritage South Community Credit Union, set apart to deal primarily with insurance and investments. We are open to serve the general public, including persons who may not be members of Heritage South Community Credit Union.

The mission for Heritage South Financial, LLC is simple. Our goal is to offer the best opportunities in both insurance and investments without the hassles that sometimes accompany them. The way we seek to accomplish this is by signing with a variety of independent companies with a wide assortment of policies and programs. It is our responsibility to review our clients’ personal situation and suggest options that best suit their needs. It is our client’s decision to select which option is right for them.

Heritage South Financial Financial, LLC is located at 763 North Main Street, Suite A in Shelbyville. Hours are 8 a.m. through 5 p.m. Monday through Friday. Appointments are also available in Lewisburg upon request.

Securities are not deposits of and are not insured by, nor are they obligations of or guaranteed by Heritage South Community Credit Union, Heritage South Financial, LLC, the NCUA or any other federal agency.

Securities are offered by, and Financial Consultants are registered with UVEST Financial Services, member NASD/SIPC. UVEST and Heritage South Financial, LLC are independent entities. Securities, with the exception of Brokerage CDs, (1) are not credit union deposits; (2) are not insured or guaranteed by the NCUA or any other government agency; (3) are not obligations of, or guaranteed by, any financial institution; and (4) involve investment risks, including the potential for fluctuations in investment return and the potential loss of principal.