Developing a long-term financial strategy is different for each person. A retired couple has different needs than a young individual just entering the work environment, or a couple preparing to buy a home.
Whether you are aiming to accumulate wealth, conserving wealth, or distributing wealth see how our advisors can help:
We have the expertise to design a financial strategy with your circumstances in mind, helping you develop a financial plan tailored to your individual needs regardless of which financial stage you are in.
Financial Advisors are available to schedule appointments at any of Union's branches.
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.
| 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. |