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United Bank’s Financial Services team utilizes a needs-based approach to financial consulting. By listening to you, we aim to understand your goals and set a financial strategy to help you meet your-
  • Hopes and dreams for the future
  • Investment expectations and experience
  • Tolerance for risk

Through a partnership with UVEST Financial Services, the United Bank team has access to financial tools it will need to build your personalized portfolio. UVEST is a leading provider of third party brokerage services with associations in over 300 financial institutions in more than 40 states.

Portfolio Toolbox

Mutual Funds
Real Estate Investment Trust
Equity
Fixed Income
Money Market

Unit Investment Trust

   
Bonds Annuities
Government
Municipal
Corporate
Fixed Rate
Variable

   
Stocks Insurance
Common
Preferred

Life
Long Term Care
Disability
   


Securities offered by and Financial Consultants are registered with UVEST Financial Services, Member FINRA, SIPC. UVEST and United Bank are independent entities
Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit  

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.

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