Union Investments
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Investment Services

Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

Our advisors provide a number of different services:

  • Portfolio & Financial Planning
  • Retirement Planning & Asset Allocation
  • Estate Planning & College Planning

Our advisors utilize a wide selection of specialized investment products to help accomplish your goals, here are but a few:

  • Stocks and Bonds
  • Mutual Funds
  • IRAs and Roth IRAs
  • Annuities: fixed & variable

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire.

Aren't you ready for an advisor who will thoroughly explain the investment strategies they recommended? Don't you want to be fully comfortable with all aspects of your investment program?

If you are looking for a financial advisor focused on achieving the results you want contact us today, or give us a call Toll-Free at (888) 263-3545.

Union Investment Services, Inc. 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.

Securities are offered exclusively through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Union Investment Services, Inc., and Union Bankshares Corporation are independent of Raymond James Financial Services, Inc.

Are Not FDIC Insured or Any Other Bank Insurance Are Not Guaranteed by the Bank Are Subject to Risks, Including the Possible Loss of Principle
Are Not Deposits Are Not Insured by Any Federal Government Agency Are Not a Condition to Any Banking Service or Activity
 
Union Investment Services, Inc., P.O. Box 446, Bowling Green, Virginia 22427, Phone: (800) 546-5031, Fax: (804) 633-5127