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How Union Savings Bank Helps You Invest in Your Future

By choosing a Union Savings Bank Wealth Management professional as your personal financial advisor, you can be confident that you’re getting a sophisticated, experienced professional vested in helping you achieve your financial goals.

Our relationship with Raymond James Financial Services, Inc. gives you the opportunity to work with a Financial Advisor who can help you tailor a plan based on your own personal goals while ensuring the superior expertise, and service you’ve come to expect from Union Savings Bank.

Established in 1962, Raymond James, an independent broker/dealer, is a recognized leader in investment services with approximately 6,700 financial advisors in over 2,700 offices throughout the United States and abroad.* And, since they are an independent broker/dealer you can choose from the entire spectrum of investment opportunities available in today’s market.

*As of 3/31/2016

These options include:

Mutual Funds

Annuities are a unique financial product that, along with Social Security, employer pensions, your 401(k) plan, IRA, and other assets, can help enhance your retirement future. 

401(k) Plans
401(k)s are employee retirement planning accounts that are customized based on the needs of both employees and employer.

Stock is a type of security that signifies ownership in a company and represents a claim in the company's earnings and assets.

College Savings
We can show you a number of options available to help make college funding easier, including a 529 Plan and the Coverdell Education Savings Account.

Corporate and Municipal Bonds
Corporate and Municipal Bonds are debt obligations issued by state and local governments that can provide income, competitive returns, tax options and flexibility.

Government Securities
Government Securities are bills, notes and bonds that are essentially loans to the government and can provide dependable, steady cash flow and preserve invested principal, if held to maturity.

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 indvidualized 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.