I’m too busy to manage my own money. How can you help?
While you are focused on your career and other responsibilities, Union Savings Bank’s Wealth Management team can help manage your investments We work on a highly individual and customized basis, utilizing a broad array of services including trust, estate and tax planning, as well as cash flow analysis and budgeting as part of your overall retirement planning. Union Savings Bank utilizes institutional research to complement your unique, custom portfolio management program. We provide regular communication and feedback, including performance reporting across all accounts.