Worldly wealth management knowledge.
Imagine the comprehensive services of a much larger national bank or investment firm offered in a friendly, local bank atmosphere. This has been our goal at Union Savings Bank’s Wealth Management division since 1975 – and we’ve grown to over $560 million in assets under management with our formula.
Our approach to wealth management.
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.
Customized financial advice on your terms.
Whatever your stage in life, we believe you can benefit from a conversation with us. Clear communication, a collaborative environment and focus on your unique goals will immediately demonstrate our commitment to your success – whether planning your retirement, managing your investments or preserving your legacy.
INVESTING & FINANCIAL PLANNING
We can help you determine what type and amount of coverage you may need.
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.
ESTATE SETTLEMENT
Leverage the experience of Union Savings Bank Trustees to bring experience and an objective viewpoint to administering your legacy.
NOT-FOR-PROFIT INVESTMENT SERVICES
Our team specializes in managing the assets in endowments and in creating and implementing investment policies.
INSURANCE AND ANNUITIES
Let us evaluate your insurance needs, identify gaps, and offer life insurance plans and annuity plans to provide protection and confidence.
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.
Email us and we will reply within 24 hours
Disclaimers
Raymond James Registered Branch Address:
126 North St.
Danbury, CT 06810
Legal Disclosures | Raymond James