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Union Investment Services, a subsidiary of Union Bankshares Corporation, was established to make various investment products and financial planning available to bank customers and residents of the communities we serve through Raymond James Financial Services. Financial Advisors are available to schedule appointments at any of the Union Bank & Trust, Northern Neck State Bank, or Rappahannock National Bank locations.
Through our relationship with Raymond James Financial Services, Inc., we are able to make available comprehensive investment services ranging from:
- Stock and Bond Portfolio Selection
- Identifying and Selecting Suitable Mutual Funds
- Pension and Profit Sharing Programs
- IRAs, Roth IRAs, SEP IRAs, SIMPLE Plans
- Annuities: fixed & variable
Securities are offered exclusively through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker dealer, and are not insured by the FDIC or any other bank insurance, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risk, including the possible loss of principal.
This site is published for residents of the United States only. Raymond James Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed.
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