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
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Unit Investment Trust
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| Bonds |
Annuities |
Government
Municipal
Corporate |
Fixed Rate
Variable
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| Stocks |
Insurance |
Common
Preferred
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Life
Long Term Care
Disability |
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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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