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Middletown, NY

Credit union Heritage Financial

Heritage Financial is a federally insured credit union based in Middletown, New York.

Type
Credit union
Charter
Federally chartered credit union
Primary regulator
NCUA
Established
January 1, 1940
Headquarters
Middletown, NY
NCUA charter #
24985
Fed RSSD ID
519977
$801.8M
$664.9M
Total deposits Data as of Q1 2026
14
Branch locations Data as of Q1 2026
57,460
0.14%
Return on assets Data as of Q1 2026

Source: U.S. FDIC BankFind & NCUA 5300 Call Report (public data). Data sources · Data as of Q1 2026

Branches by state

Heritage Financial operates 14 branch locations across 2 states. Select a state to drill down to its towns and individual branches.

Ownership

Heritage Financial is not currently recorded under a holding company in the federal data — it appears to be independently held. See its structure & merger history for any past changes.

Heritage Financial financial summary

Other credit unions in New York

Federally insured credit unions headquartered in New York, by total assets.

Similar-size credit unions

Institutions close to Heritage Financial’s $801.8M in assets.

Data as of Q1 2026