Build - United Planning Services

United Planning Services combines several professional business units that specialize in selected areas of personal and business planning.

• Financial
• Investment
• Pre/post-retirement
• Education
• Estate, tax & trust
• Corporate Retirement

Planning for future financial events that we know will occur, as well as preparing for those we do not control, are vital steps in a comprehensive financial advisory relationship. Your Financial Advisor will guide you through the planning that will be applicable to your unique situation, and then recommend specific actions for your consideration.

Securities, insurance products and advisory services are offered through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with United Community Bank or United Community Advisory Services. Products and services offered through INVEST * Are not FDIC insured * are not guaranteed by any bank * are not NCUA insured * are not guaranteed by any Credit Union * may lose value. 

Trust services are offered through INVEST Trust Services and provided by National Advisors Trust Company. INVEST and INVEST Trust Services are affiliated. INVEST is not affiliated with National Advisors Trust Company.

This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the slate; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve ( a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

INVEST Financial Corporation's Privacy Policy