Union Savings Bank Investing & Wealth Management Professionals can evaluate your insurance needs, identify gaps, and offer solutions for life insurance plans and annuity plans to provide protection and confidence.

Once we determine a solution, our Raymond James specialists can assist in setting up one or all of the following services:

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.

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.

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.

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.