Wealth Management Services 

From initial strategy to ongoing administration, we offer everything you need to meet your individual investment and wealth management objectives. 

With Union Savings Bank, you are provided an array of financial services including financial planning, investment services, personal trust and estate planning, custody services, pension or endowment planning with the resources and professionalism you should expect. 

• Learn more about Investment Management and Trust Services to protect your financial legacy
• Learn more about Brokerage Services offered through Raymond James Financial Services

Contact Us for additional information.

Investment products and services are not insured by the FDIC or any other agency of the United States and are not obligations of Union Savings Bank, and not guaranteed by Union Savings Bank.  These products are subject to investment risk, including possible loss of principal amount invested.
 

Complimentary Financial Review

We will review your financial situation and discuss your particular needs without cost or obligation to you. We evaluate your assets, liabilities, and your immediate and long-term financial needs. The discussion may be as detailed as you wish.