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 experience in the wealth management process to help 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 are suitable for you.
We’ll rely instead on a breadth of resources for asset allocation and investment plans – 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 an asset allocation and investment plan for you to help reach maximum potential.
We help you realize your short-term goals and long-term objectives.
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.
- Preserve 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 registered representatives, careful stewardship through our 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 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.
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.
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 offered through Raymond James Financial Services Inc. (Member FINRA/SIPC) and 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