We Can Help Develop the Financial Strategy that Could Work for You
The Wealth Management professionals at Union Savings Bank are committed to fully understanding your personal needs and choices. We conduct a thorough analysis and a comprehensive investment review in order to fully understand your short and long-term goals, realities and expectations. We then present a personalized investment strategy designed specifically to optimize the wide range of tools that can help maximize your investment and help you create a strong, diversified portfolio.
Our process revolves around you.
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.