heritage financial
community involvement

community connections

We are engaged in our community

Heritage Financial is deeply committed to giving back and making a positive impact in our community. We proudly support meaningful causes through charitable donations and sponsorships, ensuring local organizations and initiatives thrive. In addition to our philanthropic efforts, we strengthen our client relationships by hosting engaging events and educational seminars designed to inform and empower our clients and neighbors.

heritage financial Proudly Supports

annual Newberry watermelon festival

The Newberry Watermelon Festival is a cherished annual event in Newberry, Florida, celebrating its 80th year in 2025. Held at CountryWay Town Square, the festival features a vibrant parade, a watermelon seed-spitting contest, a pet pageant, and the crowning of the Watermelon Queen.

University of Florida college and career fair

Heritage Financial actively supports the professional development of students at the University of Florida by participating in career fairs and educational events. Through these engagements, we provide insights into the financial industry, offer guidance on career planning, and connect students with potential internship and employment opportunities.

educating our online community

Finance Unfiltered

free educational workshops

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