“Winning the ChamberChoice award is the biggest thing that’s happened to us,” said Steve Halverson, president of Heartland Trust Company. “We have been a very quiet company and this award gets our success story out there. It’s confirmation from an outside source that we are conducting our business professionally and treating our customers correctly.”
Heartland provides innovative and professional investment management and trust services to their clients. Services include: retirement planning, financial planning, estate settlement, investment management, IRA rollovers, living trusts, charitable trust and testamentary trusts.
Halverson said they were surprised both when they were nominated and when they won the award. “To actually win the award was an eye opening experience,” said Neil Jordhiem, Executive Vice President. “It’s even bigger to get this award from a Chamber located in such an outstanding community,” said Brian Halverson, retirement services.
What sets Heartland apart from other trust companies? “We are a privately owned, independent company with a focus on the client as the number one priority,” said Jordhiem.
Heartland also believes in giving back to the community. “We give employees the opportunity to give some of their time to organizations they are passionate about,” said Jordhiem. “We also to give financial support where our employees are involved.”
Learn more about Heartland Trust Company at www.heartlandtrust.com.