Financial planning is important for everyone. Union Bank’s experienced advisors can work with you to develop a plan and identify strategies that will help you manage your money and assets to reach your own specific goals. As fee-based financial advisors, we are focused exclusively on working in your best interest. Utilize our expertise, insights and local resources to build a customized financial plan that will help to grow and protect the assets that you have worked so hard to accumulate. The added benefit of working with us, is that you can do all of your banking and investing at the same place, instead of having a bank and brokerage account at two different companies.
Give us a call at 1.800.753.4343, or drop into the nearest branch, or contact one of our team members below for more information.*
*Unlike traditional bank deposits, non-deposit investments are not insured by the FDIC; are not deposits or other obligations of Union Bank and are not guaranteed by Union Bank; and, are subject to investment risks, including possible loss of the principal invested.
Assistant Vice President
Wealth Management Officer
802.888.0413
[email protected]
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