Investments Overview

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. We believe strategic investing results from understanding your resources and needs.

Therefore we will build your individual portfolio based on:

• Your unique situation
• Your attitudes
• Your preferences
• Your goals

It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Whether you need general financial services or are focusing on something specific:

• Financial Planning
• Retirement Planning
• Estate Planning
• College Planning

Financial Advisors are available to schedule appointments at any of Union's branches. We also encourage you to take a look at our education resources.

If you'd like to set up an appointment you can have one of our advisors contact you, or give us a call Toll-Free at (888) 263-3545.

Union Investment Services, Inc., a subsidiary of Union First Market Bankshares Corporation, was established to make various investment products and financial planning available to bank customers and residents of the communities we serve.

Securities are offered exclusively through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Union Investment Services, Inc. and Union First Market Bankshares Corporation are independent of Raymond James Financial Services, Inc.