|
Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
- Portfolio & Financial Planning
- Retirement Planning & Asset Allocation
- Estate Planning & College Planning
- 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 First Market 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 First Market Bankshares Corporation are independent of
Raymond James Financial Services, Inc.
| Not insured by FDIC or any other government agency. |
Not bank guaranteed. |
Subject to risk, may lose value, including the possible loss of principal. |
| Not a deposit. |
Not a condition to any banking service or activity. |
|
|
