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, we also offer 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. But when combined with Raymond James, you’ll gain the services of an independent broker/dealer, a recognized leader in investment management services with approximately 7300 financial advisors in over 2700 offices throughout the United States and abroad. And as an independent dealer, they can offer the entire spectrum of 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).
- Ongoing Financial and Investment Planning.
- Investment Management and Supervision of Assets.
- Custody and Safekeeping of Assets.
- Collection of Income, Stock Dividends, Stock Splits, Rights and Other Receivables.
- Distribution of Income as Required.
- Portfolio Reviews.
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.
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.
NOT-FOR-PROFIT INVESTMENT SERVICES
Our dedicated team specializes in managing the assets in endowments and in working with non-profits to create and implement investment policies.
*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.