As independent professional financial advisors, we offer personalized financial strategies to serve a variety of clients.
Financial advisors Tyler Daly (Kearney and Geneva) and Theresa Petska (Ord) serve a variety of clients, from individuals and small business owners to municipalities and major corporations. Together, they help clients build individual portfolios, based on their unique situations, attitudes, preferences and goals.
Our offices are located within Heartland Bank at the Kearney, Geneva, and Ord, Nebraska branches:
(Kearney Office)
212 E 56th Street
P.O. Box 3229
Kearney, NE 68847
308-234-7424
(Geneva Office)
Hours: Mondays or by appointment
896 G Street
Geneva, NE 68361
308-234-7424
(Ord Office)
1518 J Street
P.O. Box 266
Ord, NE 68862
308-233-9191
Our advisors provide the following services: asset allocation, asset management, estate planning, financial planning, retirement planning and college planning.
Important Disclosure Information: http://raymondjames.com/smicd.htm
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Heartland Bank and the investment center are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Financial advisors Tyler Daly and Theresa Petska serve a variety of clients, from individuals and small business owners to municipalities and major corporations. Together, they help clients build individual portfolios, based on their unique situations, attitudes, preferences and goals.
Our offices are located within Heartland Bank at the Kearney, Geneva, and Ord, Nebraska branches:
(Kearney Office)
212 E 56th Street
P.O. Box 3229
Kearney, NE 68847
308-234-7424
(Geneva Office)
Hours: Mondays only or by appointment
896 G Street
Geneva, NE 68361
308-234-7424
(Ord Office)
1518 J Street
P.O. Box 266
Ord, NE 68862
308-233-9191
Our advisors provide the following services: asset allocation, asset management, estate planning, financial planning, retirement planning and college planning.
Important Disclosure Information: http://raymondjames.com/smicd.htm
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Heartland Bank and the investment center are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
