Build.
Protect. Invest. Preserve.
These are our goals at United Community Advisory Services, so
that we can assist you in achieving your goals.
Because we know that no two families or individuals are alike,
we believe that building successful financial solutions tailored
to the unique needs of each client is the most valuable service
we can provide. Developing a trusted personal partnership
between you and your United Financial Advisor is fundamental to
our approach. Your Financial Advisor will be your consistent
resource for financial information, guidance and recommendations
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Build - United Planning Services
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Combines several professional business units that
specialize in selected areas of personal planning including financial,
investment, pre and post retirement, education, estate, tax and wealth
transfer.
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Protect - United Insurance Services
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Assists in determining the needs, type of coverage and
amount required to reduce or eliminate substantial financial risk, by
promoting full access to quality firms assuring the most cost effective
solution.
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Invest - United Investment Services
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Constructs investment savings programs that are
appropriate for your specific risk tolerance, investing timeframe and
future spending requirements.
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Preserve - United Trust and Fiduciary Services
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Provides assistance regarding the appropriateness of
developing trust accounts for your individual situation and assists in
introductions to trust specialists and qualified trust and estate
attorneys. |
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Contact an investment representative in your area: |
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Trust and Fiduciary
Services offered through Reliance Trust Company
Insurance Products offered through United Community Insurance Services
United Community Financial Advisors does not render legal, accounting or
tax advice.
View RELIANCE
privacy policy and other
important information
Securities, Insurance and Advisory Services are:
NOT FDIC-INSURED | NOT
GUARANTEED BY THE BANK | NOT A DEPOSIT
MAY LOSE VALUE | NOT INSURED BY ANY STATE OR FEDERAL GOVERNMENT
AGENCY |
Securities offered by Reliance Securities, LLC
| Member FINRA / SIPC
Accounts carried with National Financial Services LLC Member NYSE/SIPC,
a Fidelity Investments ® company |