We're right with you every step of the way.
As the saying goes, to everything there is a season. When it comes to your finances, there's a time to invest, a time to save for college, a time to plan for retirement, and a time to make sure your family is provided for after you pass on. No matter where you are in life, the LPL Financial Team - located at United Bank - can provide the insights, advice, and financial tools to keep everything on track.
- IRA/401(k) distribution options
- Mutual funds, stocks and bonds
- Life insurance, long-term care coverage, disability policies
- College investment plans
- Qualified Retirement Plans: 401(k), SIMPLE or SEP IRA
- Group insurance benefits: Life/Disability
- Key Man insurance and buy-sell agreements
The LPL Financial Team at United Bank takes a needs-based approach to financial consulting. We strive to listen to you, understand your goals and then set a financial strategy to address your:
- Hopes and dreams for the future
- Investment expectations and experience
- Tolerance for risk
- Plans to provide security for loved ones
The LPL Financial Team is available to meet at a United Bank location near you to discuss your personal or business financial needs.
Meet Our Team
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
United Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. United Bank is not registered as a broker-dealer. Registered representatives of LPL offer products and services using LPL Financial, and may also be employees of United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Bank. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by FDIC or Any Other Government Agency||Not Bank Guaranteed||Not Bank Deposits or Obligations||May Lose Value|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.