Investments & Retirement

Investments & Retirement

Financial Planning for Today and Tomorrow

Investments & Retirement

Financial planning for today and tomorrow.

When it comes to your future, no “one-size-fits-all” solution will do. Through a combination of experience, expertise and personalized guidance tailored to your goals, we can help you plan for your future – while meeting today’s needs. Whether you have been investing for years or are a first time investor, we will work with you through every step, educating you on your available options and future possibilities.

Learn more

United Brokerage Services, Inc.

Portfolio Management

If you’re looking for personal assistance to help design or review your existing financial plan, our experienced financial advisors can help you prepare for life’s events and walk you through your available options, such as tax-deferred annuities.

Learn More

Retirement Planning

Whether you’re close to retirement or just starting your career, our experienced financial advisors can help you build a custom plan to keep you on track.

Learn More

Insurance Planning

At United Brokerage, it’s our goal to help you plan for the unexpected. Whether its loss of income to provide for your family, asset protection, or retirement planning, we’ll customize a plan that works for you.

Learn More

Education Planning

At United, we’re proud to offer a number of investment options to help you plan and save for college, whether it’s for yourself, your children or your grandchildren.

Learn More

Locate a branch near you.

Find a Location

Need help? Give us a call.

888.424.6158

We’ll get right back to you.

Send Email
United Brokerage Services, Inc., a registered broker-dealer is a subsidiary of United Bankshares, Inc., the issuer of UBSI stock. The investments offered through United Brokerage Services, with the exception of brokerage certificates of deposit, are not bank deposits and are not obligations of, or guaranteed by, any bank. These products are not insured or guaranteed by the FDIC. Investments are subject to risk including possible loss of principal. This information is not legal or tax advice and past performance is no guarantee of future performance.
Member FINRA/SIPC  |  ADV II - Firm Brochure  |  ADV II - Wrap Brochure
Customer Relationship Summary | Regulation BI Disclosure | Schedule of Fees | Business Continuity Plan Summary | SEC Rule 606
Not FDIC Insured | May Lose Value | Not Bank Guaranteed