Investment Services


UnionState Investment Services brings the world of financial and investment services to real people like you every day. From basic retirement planning to sophisticated asset management and navigating unpredictable securities markets, our financial services cover a broad range of opportunities. To manage your finances, you need someone with years of experience, someone you can trust, who knows investments and markets, and a whole lot more. And someone who knows you. Because as complex and technical as the world of investment management and financial planning is, what’s most important is You. At UnionState Investment Services, we connect real people like you to a whole world of financial possibilities.


UnionState Financial Advisor