Investing and financial planning services. Simplified under one roof.

Investment ideas and thinking from industry-leading researchers and money managers are right here with Union Savings Bank’s Investing & Wealth Management Services group. We aim to simplify financial planning services and investment management services for you by keeping them under one roof, close by, comfortable and personable – as you would expect from a Connecticut investment management practice.

With the level of investment management services you receive when working locally with us on your personal investment plan, isn’t it great to know you also have the confidence of a nationally recognized financial services provider behind you as well?

While you can get investment management strategies through Union Savings Bank Investing & Wealth Management professionals, our team at Raymond James also offers the benefit of working with Raymond James Financial Services, Inc. You can be confident you’re getting excellent service as well as quality advice when tailoring a personal investment plan based on your own goals.

You already know and recognize the personal financial services and attention you’ll get from Union Savings Bank. Through our alignment with Raymond James Financial Services Inc., you’ll gain the services of an independent broker/dealer, a recognized leader in investment management services with approximately 8,600 financial advisors throughout the United States and abroad. And as an independent dealer, they can offer investment opportunities available across mutual funds, annuities, 401k plans, college savings, stocks, corporate and municipal bonds and government securities. (In other words, the same financial planning services and investment management services you’d expect from a large investment house).