Union Savings Bank

Why Us?

We offer unbiased advice and tailored solutions, but what’s really impressive is our personal touch.

Why Us

Collaborative in our approach and thoughtful with our counsel.

Our full-service wealth management team works diligently to create a personalized plan to accomplish your goals. We believe that clear communication and a strong collaborative relationship is the key to success.

Focused on preserving and cultivating our relationships.

For almost 50 years, our team has been providing complete financial planning, investment management, trust and estate services and administration for individuals, institutions, municipalities, and not-for-profit organizations. In addition, The Wealth Group has an expanded suite of services from The Wealth Group Financial Advisors that includes offerings through Raymond James Financial Services, Inc. From insurance products to 401(k) plans, you will have access to a robust selection of resources that will help contribute to your overall financial well-being.

Our process begins with you.

We’ll craft a personalized long-term plan aligned with your goals, ensuring our recommendations are designed with you and your family in mind.
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Our Insights

As a trusted, go-to voice in the industry, we share our findings and perspectives.
Investment Management
Building Wealth: Essential Rules for Lasting Success

Investing does not have to be complicated. In fact, the simpler the approach, the better. While many...

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Investment Management
Positive Probability: Are the Odds in Your Favor?

Patience is an important trait an investor should possess for the best chance of results. With the s...

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Financial Planning
Unraveling the Worth of Traditional or Roth IRAs

They’re both taxed, so which is better, a Roth IRA or a Traditional IRA? Well, it depends. I’m regul...

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Disclaimers

Not FDIC Insured. No Bank Guarantee. May Lose Value.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, 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 offered through Raymond James Financial Services Inc. (Member FINRA/SIPC) marketed as The Wealth Group Financial Advisors and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Wealth Group and The Wealth Group Financial Advisors are separately owned and operated and not independently registered as broker-dealers or investment advisers.

Raymond James Registered Branch Address:
126 North St.
Danbury, CT 06810
203-830-2009

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