Finance
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When working with me, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. And we will be there to help you each step of the way in the pursuit of your financial goals.
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Heritage Companies was established with the goal of helping individuals and businesses with their insurance and financial needs as well as providing employee benefit management services. Many of the independent insurance agents at Heritage Companies are also financial advisors. Founder and President Mike Sanders wanted to bring cost-effective solutions and time-saving services to his clients. Thirty years later we’re still doing just that and more! Heritage is one of Kansas City’s largest independent insurance, benefit and financial planning agencies serving both individuals and businesses.
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Along with banking services for local families and businesses, we also support the civic groups, schools and charities that help make up a community. Its what a true community bank does, and what our experienced bankers enjoy doing.
We believe everyone should have the opportunity to achieve his or her highest potential through a bank that believes in developing its community one member at a time. We are proud to invest our resources and time to supporting all the people who live and work in these vibrant communities.