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PLANNING FOR RETIREMENT

At Union Bank and UnionBanc Investment Services, you will always receive personalized attention and service from our financial advisors who can help you choose the right retirement solution for your specific needs. Whether retirement is down the road or just around the corner, our specialists are here to assist you in building a strategy that helps you prepare for what’s ahead.

RETIREMENT ACCOUNT OPTIONS

Union Bank and UnionBanc Investment Services offer a diverse array of retirement account types to help meet your goals.
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ROLLOVER IRA

A Rollover Individual Retirement Account (IRA) is one option for transferring assets from your former employer’s plan. See if it’s the right choice for you.
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ANNUITIES

If you’re looking for tax deferral, guaranteed income, or other options to help fund your retirement, then an annuity through UnionBanc Investment Services may be a smart choice.
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MANAGED ACCOUNT SOLUTIONS

Managed Accounts are fee-based investment solutions offered through UnionBanc Investment Services that allow you and your financial advisor to create a customized investment strategy.
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FINRA BrokerCheck

Check the background of our firm at FINRA BrokerCheck
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Experts at Work
UnionBanc Investment Services Financial Advisors are committed to providing personalized attention and service.

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