With a team of dedicated relationship managers for the Not For Profit sector, Union Savings bank can provide advice and practical solutions to help you achieve your goals

Not-For-Profit investment services: Investing that works. For the entire community.

Our philanthropic giving philosophy is a natural fit for many organizations focused on giving back to the community. It’s why we find ourselves managing lots of philanthropic portfolios. We have a dedicated team of investment professionals specializing in managing the assets in endowments and in working with non-profits to create their investment policy statements and help implement them.

We recognize that careful stewardship of these assets helps them grow and deliver more service and philanthropic giving back into the community. It’s important work, and we take it seriously. And because we are deeply involved in the community, we are also able to help direct charitable resources to local philanthropic organizations where they’ll have the greatest impact.

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.