Union Savings Bank

Brokerage & Insurance

The Wealth Group Financial Advisors expanded suite of services are offered through Raymond James Financial Services.

Become a Client

An entire spectrum of investment opportunities.

The Wealth Group Financial Advisors | Raymond James® connects you to a vast network that offers a wide range of investment options including mutual funds, annuities, and various savings and bond plans.

A variety of plans for each stage of your life.

  •  401(k) & 403(b) Plans
  •  Profit Sharing Plans
  •  Goal-Based Savings Plans
  •  SEP Plans
  • College Savings Plans

Our team can evaluate your insurance needs, identify gaps, and offer solutions to provide protection and confidence.

Insurance and Family Protection Planning

Life Insurance
In the event of unexpected death, having life insurance for your family will help replace your income and cover family expenses like housing, living costs, and education expenses. We can help you determine what type and amount of coverage you may need for your life insurance plans.
Long Term Care Insurance
With the expense of nursing homes and community-based care on the rise, it’s more important than ever to put long-term-care insurance coverage in place. This insurance provides services to assist those with health or personal care needs over an extended period and should be a strong consideration for those between 45 and 65.
Disability Insurance
Maintain your living standard should you become hurt or ill, and unable to work. Short-term or long-term disability insurance for you, or for your employees, is an important benefit and key component to protecting income. We can help determine the best long-term disability insurance options that meet your criteria.
Annuity Plans
We offer fixed and variable options for annuities that can be tailored to fit your unique needs. Putting an annuity plan in place can help provide a predictable stream of income in retirement, providing peace of mind.

Wealth Services

Discover additional solutions designed to meet your unique financial goals
Financial Planning
Financial Planning
Holistic investment plans tailored to your goals. We create a planning process and uncover the perfect strategies for your individual needs.
Investment Management
Investment Management
Traditional investment management served with a personal touch. We craft bespoken financial plans aligning with your personal goals and aspirations, diversifying across all asset classes.
Trust & Estate Services
Trust & Estate Services
Protect your assets, your family, and your legacy. We carefully craft a customized plan for your estate and your assets.

Disclaimers

Not FDIC Insured. No Bank Guarantee. May Lose Value.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Securities offered through Raymond James Financial Services Inc. (Member FINRA/SIPC) marketed as The Wealth Group Financial Advisors and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Wealth Group and The Wealth Group Financial Advisors are separately owned and operated and not independently registered as broker-dealers or investment advisers.

Raymond James Registered Branch Address:
126 North St.
Danbury, CT 06810
203-830-2009

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