Our wealth management process starts with you.
Everyone has an idea about where they want to go – and usually that’s to a long term financial plan including stability, growth and security. Leverage our knowledge and expertise in the wealth management process to get you focused on how to get there, with a program that makes sense for you. The process, for all of the Financial Planning Advisors and Wealth Management Professionals at Union Savings Bank, begins with your unique situation. Our wealth management approach involves making no recommendations until we have a thorough understanding of your personal needs and choices.
We’ll sit down with you to conduct a comprehensive financial review to develop a long term financial plan, one that makes sense to you and to your specific goals and expectations. And because we offer custom service based on your needs rather than our company goals, we won’t be pushing proprietary products – rather we’ll recommend the ones that work best for you.
We’ll rely instead on a breadth of resources for the best asset allocation and investment plan – those that rival the offerings of much larger organizations. Our solutions are impartial and our recommendations are tailored to your situation – and can include stocks, bonds, mutual funds and exchange traded funds (ETFs). Simply put – we’re free to offer the optimal asset allocation and investment plan for you to reach maximum potential.
We help you realize your short-term goals and long-term dreams.
Enjoy confidence, clear communication and a strong collaborative relationship as you develop a long term financial plan with our financial planning services team, whether you’re an individual, a business, or a philanthropic organization.
What we can do
- Bring experience and an objective viewpoint in administering your legacy.
- Protect your assets.
- Provide fair and impartial advice, guided by your instructions, while keeping current with changing regulations and requirements.
- Carry out your wishes as outlined in your plans - you can count on us!
Union Savings Bank financial services professionals and advisors care to do the right thing by you; our team is always around and available to deliver unbiased advice from CERTIFIED FINANCIAL PLANNERS* (CFP®), careful stewardship through our fiduciary specialists and financial planning advisors, as well as personalized service from our relationship partners.
Let’s Start a Conversation
Customized financial advice on your terms.
Whatever your stage in life, we’re certain you’ll 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 protecting 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.
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.Meet The Team
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.
*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.
Securities and investment products and services are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Union Savings Bank is independent of Raymond James.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.