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).
It’s a great combination. Full brokerage services from your local bank. Who knew?
- 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.
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.
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 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