HERITAGE FINANCIAL Credit Union Profile

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HERITAGE FINANCIAL

Charter #68711 | NCUA Region 1 | FISCU
Low-Income Designation: Yes
Report Date: 2025

Headquarters Contact & Staff

Contact & Info

Phone: (845) 561-5607

Fax: (845) 326-1519

Founding Date: N/A

Website: https://www.heritagefcu.com

Personnel & Operations

President: Affeldt, Kenneth

Manager: Cornelius, F. Thomas

FT Employees: 150

PT Employees: 4

Designations & Ratios

MDI Status: No

RBC Ratio: 0%

Membership Type: 99

Branches: 14

Hours: M-Th 8:30am-5pm Fri 8:30am-6pm Sat 9am-2pm

Credit Union Profile Summary

HERITAGE FINANCIAL is a FISCU Credit Union. With a total of 54,549 members [1], this institution manages approximately $776,739,335 in total assets [1]. It proudly serves as a Low-Income Designated institution. Key financial indicators show a solid Net Worth Ratio of 10.25% [1] and a strong Loan-to-Share Ratio, with loan growth over the last four quarters at 8.36% [1].

Financial Snapshot

Total Assets [1]
$776,739,335

Total economic resources.

Total Loans [1]
$654,600,564

Total value of outstanding loans.

Total Deposits [1]
$635,544,301

Total funds deposited by members.

Members [1]
54,549

Number of active members.

Performance Ratios

Net Worth Ratio [1]
10.25%

This is the credit union's safety cushion; 7.0% is the regulatory minimum. A higher ratio means the credit union is stable.

Return on Assets (ROAA) [1]
0.38%

Measures profitability. Shows profit generated per dollar of assets. Near 1.0% is considered strong.

Loan-to-Share Ratio [1]
103.00%

Measures lending activity using member deposits. Below 100% is generally healthy, balancing lending and liquidity.

Four-Quarter Growth

Asset Growth (4Q) [1]
6.47%

Indicates change in total size. Positive growth means the credit union is expanding its operations.

Loan Growth (4Q) [1]
8.36%

Shows change in lending activity. Positive growth means they are actively increasing their lending business.

Member Growth (4Q) [1]
-2.38%

Indicates change in member count. Positive growth is a sign of a healthy, expanding member base.

Headquarters Location & Map

Headquarters Address

25 Rykowski Ln

Middletown, NY, 10941-4019

Member Ratings & Reviews

Average Member Rating:

N/A / 5.0

Total Approved Reviews:

0

Rate This Credit Union

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Branch Locations

Found 12 branches reported by HERITAGE FINANCIAL (Charter #68711).

Main Office

Heritage Financial CU Main Office

Type: Corporate Office

25 Rykowski Ln

Middletown, NY 10941-4019

Phone: (845) 561-5607

Services: Member Services, ATM, Drive-Thru

Open in Directions

Additional Branches

Central Valley

Heritage Financial CU

Type: Branch Office

273 Route 32

Central Valley, NY 10917

Phone: (845) 561-5607

Services: Member Services, ATM

Open in Directions

Goshen

Heritage Financial CU

Type: Branch Office

117 Grand St

Goshen, NY 10924-1804

Phone: (845) 561-5607

Services: Member Services, ATM

Open in Directions

Matamoras

Heritage Financial CU

Type: Branch Office

111 Hulst Dr Ste 703A

Matamoras, PA 18336

Phone: (845) 561-5607

Services: Member Services, ATM

Open in Directions

Middletown

Heritage Financial CU

Type: Branch Office

161 Dolson Ave # 5

Middletown, NY 10940-6538

Phone: (845) 561-5607

Services: Member Services, ATM, Drive-Thru

Open in Directions

Montgomery

Heritage Financial CU

Type: Branch Office

17 Walnut St

Montgomery, NY 12549-2231

Phone: (845) 561-5607

Services: Member Services, ATM, Drive-Thru

Open in Directions

New Paltz

Heritage Financial CU

Type: Branch Office

234 Main St Ste 6B

New Paltz, NY 12561-1352

Phone: (845) 561-5607

Services: Member Services, ATM

Open in Directions

Heritage Financial CU

Type: Branch Office

1 Hawk Dr Bldg SUNY-Adminstration

Lower level of Haggerty

New Paltz, NY 12561-2447

Phone: (845) 561-5607

Services: Member Services, ATM

Open in Directions

Newburgh

Heritage Financial CU

Type: Branch Office

2 Corwin Ct

Newburgh, NY 12550-5107

Phone: (845) 561-5607

Services: Member Services, ATM, Drive-Thru

Open in Directions

Heritage Financial CU

Type: Branch Office

211 S Plank Rd

Newburgh, NY 12550-7046

Phone: (845) 561-5607

Services: Member Services, ATM, Drive-Thru

Open in Directions

Pine Bush

Heritage Financial CU

Type: Branch Office

36 Boniface Dr

Pine Bush, NY 12566

Phone: (845) 561-5607

Services: Member Services, ATM, Drive-Thru

Open in Directions

Washingtonville

Heritage Financial CU

Type: Branch Office

131 E Main St

Washingtonville, NY 10992-1724

Phone: (845) 561-5607

Services: Member Services, ATM, Drive-Thru

Open in Directions