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    Investment Services

 

UVEST Financial Services

Your financial institution has chosen UVEST.

Maybe you should too.

A PARNTERSHIP WITH UVEST

To assist you with the securities investment portion of your financial strategy, your financial Institution has formed a unique partnership with UVEST Financial Services, who serves as the link between you, your financial institution and securities investment products and services. UVEST is a full service brokerage firm that has been offering a wide range of investment products and services in financial institutions throughout the United States since 1982.

The UVEST philosophy is to offer investment services and provide the professional advice of investment representatives located in your financial institution where you can tend to all of your financial needs in one, convenient location—where you feel the most comfortable.

PRODUCTS

  • Stocks
  • Mutual Funds
  • U.S. Government Bonds
  • Corporate Bonds
  • Unit Investment Trusts
  • Tax-Deferred Fixed Annuities
  • Variable Annuities

SERVICES

  • IRAs
  • Business Retirement Plans
  • IRA Rollovers
  • Asset Allocation
  • 529 College Savings Plans

Securities are offered by UVEST Financial Services, Member FINRA, SIPC.
UVEST and Union State Bank are independent entities

NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE
NOT A DEPOSIT NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services’ U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

©  2007 Union State Bank, All rights reserved       

 

Union State Bank

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