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| LOBBY: |
| 9 a.m. to 4 p.m. Mon- Thur |
| 9 a.m. to 6 p.m. Friday |
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At HIGHLANDS INDEPENDENT FINANCIAL SERVICES we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better - your family, your business, your financial goals and your investment needs.
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Through our partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management solutions, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and an FINRA member firm.
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Try our new Online Brokerage
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To learn more about these and other investment solutions, contact your local Highlands Independent Bank branch or our financial consultant David Leidel at (863)-385-0292.
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| Stocks & Bonds |
Individual Retirement Accounts |
| Tax Advantaged Investments |
Business Retirement Plans |
| Mutual Funds |
Retirement Planning |
| Annuities |
Education Planning & 529 Plans |
| Insurance Products |
Professional Asset Management |
| Trust Services |
Financial & Estate Planning |
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Securities, insurance, and investment advisory products are offered by UVEST Financial Services, Member FINRA, SIPC and licensed insurance agency. UVEST and Highlands Independent Financial Services are independent entities.
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