Worldly wealth management knowledge.
Imagine the comprehensive services of a much larger national bank or investment firm offered in a friendly, local bank atmosphere. This has been our goal at Union Savings Bank’s Wealth Management division since 1975 – and we’ve grown to over $400 million in assets under management with our formula.
Our approach to wealth managment.
We’ll sit down with you to conduct a comprehensive financial review to develop a personalized investment strategy; one that makes sense to you and to your unique goals and expectations.
Customized financial advice on your terms.
Whatever your stage in life, we believe you can benefit from a conversation with us. Clear communication, a collaborative environment and focus on your unique goals will immediately demonstrate our commitment to your success – whether planning your retirement, managing your investments or preserving your legacy.
INVESTING & FINANCIAL PLANNING
We can help you determine what type and amount of coverage you may need.
TRUST AND ESTATE PLANNING
Our Wealth Management Professionals can guide you through the process of setting up estate trusts and estate plans, designed to protect your wishes.
ESTATE SETTLEMENT
Leverage the experience of Union Savings Bank Trustees to bring experience and an objective viewpoint to administering your legacy.
NOT-FOR-PROFIT INVESTMENT SERVICES
Our team specializes in managing the assets in endowments and in creating and implementing investment policies.
INSURANCE AND ANNUITIES
Let us evaluate your insurance needs, identify gaps, and offer life insurance plans and annuity plans to provide protection and confidence.
Meet our dedicated team.
We’ll sit down with you to conduct a comprehensive financial review to develop a personalized investment strategy; one that makes sense to you and to your unique goals and expectations.
Our resources rival those of much larger national banks and investment firms, so you’ll enjoy our personal, local touch while we optimize a wide range of available tools and investments to help you create a strong, diversified portfolio.
Meeting with the USB team is the first step.
Let's Start A Conversation
Call us at 866.872.1866 and we'll meet you at a branch, your home, office or anywhere that is convenient.
Email us and we will reply within 24 hours
Disclaimers
*Individuals listed and services offered are not affiliated with Raymond James.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Securities are not insured by any financial institution insurance, the FDIC/NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Union Savings Bank and the investment center are not registered broker/dealers and are independent of Raymond James Financial Services.
Raymond James Registered Branch Address:
126 North St.
Danbury, CT 06810