Investments

Investments

Retirement Planning

When it comes to planning for retirement people usually have a lot of questions. While retirement might be right around the corner or years down the road it never hurts to talk with an advisor who can help answer your questions.

So if you have asked yourself:

  • What will it take to retire?
  • How long will my money last?
  • What types of investments are appropriate for me?

Then you should contact us and we'll set up an appointment to have you talk with one of our knowledgeable financial advisors.

Our advisors believe that developing a financial plan has to address your goals and preferences in order for it to be suitable.

We will spend time with you discussing:

  • Retirement objectives
  • Your tolerance for risk
  • Your time horizon

Retirement planning is one of the most important long-term financial goals you can have. Utilize one of our financial advisors to make sure your plan is on solid ground.

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

Or give us a call Toll-Free at (888) 263-3545 if you prefer.

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

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