- Bring experience and an objective viewpoint in administering your legacy.
- Are dedicated to protecting your assets.
- Are up to date with changing regulations and requirements.
- Are fair and impartial, guided by your instructions.
- Can be counted on to carry out your wishes as outlined in your plans.
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
INVESTING & FINANCIAL PLANNING
We simplify financial planning and investment management services by keeping them under one roof, close by, comfortable and personable.
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.