Investments

Investments

College Planning

Planning to send a child to college is no small task. Whether your child is young and you have years to save, or already in high school our advisors can help.

There are lots of savings options for parents these days, CollegeWealth® 529 to name just one. We'll help you understand each of them and know the different benefits and drawbacks.

Our advisors will walk you through the many things that you should take into account when planning for a child's education:

  • College vs. Vocational School
  • Public vs. Private
  • In-State vs. Out-of-State

And the many expenses to think about:

  • Tuition
  • Room and board
  • Books & Computers

Utilize one of our financial advisors to help make sure your planning gets an A+.

Advisors are available to schedule appointments at any of Union's branches. Want an advisor to contact you?

Give us a call Toll-Free at (888) 263-3545 to start planning today.

Union Investment Services, Inc., a subsidiary of Union First Market Bankshares Corporation, was established for our professionals 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. View the Raymond James privacy notice.

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


Not insured by FDIC or any other government agency. Not bank guaranteed. Subject to risk, may lose value, including the possible loss of principal.
Not a deposit. Not a condition to any banking service or activity.  

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 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.

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Union First Market Bank
P.O. Box 940
Ruther Glen, VA 22546