- Financial Planning
- Retirement Planning
- Estate Planning
- Education Planning
- Insurance & Annuities
- Trust Services
- Private Client Services
- Equity Investments
- Fixed Income
- Global Wealth
- REITs
Heather Branch
Financial Consultant
heather.branch@invpro.com
(256) 734-4863 - Direct
(256) 737-8900 - Fax
Commitment Backed by Experience
Heather Branch brings over 15 years of client services experience to her role as Financial Advisor. She provides financial planning and consulting services for individuals, corporate clients and specializes in corporate retirement plans. Using risk-managed financial strategies and a comprehensive, "big picture" approach, Heather seeks to bring investments, insurance, education, retirement, estate and tax planning into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected. She offers customized solutions, oversees performance and guides clients in making adjustments to maintain investor profile alignment over time. Her overall objective is getting you the most from your hard-earned money while minimizing risk.
Heather Branch Bio
Heather provides financial planning and consulting services for individuals, families and businesses. Using risk-managed financial strategies and a comprehensive, "big picture" approach, Heather seeks to bring investments, insurance, education, retirement, estate and tax planning into one financial plan to maximize efficiencies and minimize gaps that can leave clients under-prepared and under-protected. Prior to becoming a Financial Advisor, Heather spent over 15 years working alongside financial advisors in a client services role.
With a desired combination of analytical and coaching skills, Heather offers customized solutions, oversees performance and guides clients in making adjustments to maintain investor profile alignment over time. She seeks input from the client's trusted tax and insurance advisors and other professionals to enhance the integrity of the financial plan. She also helps ensure that the overall plan is appropriate for risk tolerance and growth objectives and efficient for diversification, insurance coverage and tax purposes. Heather's overall objective is getting you the most from your hard-earned money while minimizing risk.
Heather and her husband are native Alabamans who plan to relocate to Cullman in the near future. They enjoy the beach and are experts on the grill. Heather enjoys reading, painting and playing with her miniature dachshund, Tish.
Heather holds FINRA Series 7 and 66 licenses.
"I get tremendous satisfaction from guiding my clients toward achieving their goals and knowing that I helped them get there. The comprehensive planning approach I embrace is a best practices model that builds the trust on which productive relationships are based." – Heather Branch
All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI) , a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC . The investment services offered by IPI under the name Investment Professionals, Inc. are in no way affiliated with or offered by First Community Bank of Cullman, nor is First Community Bank of Cullman a registered broker/dealer. Customers working with Investment Professionals, Inc. will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.
