UBC Wealth Management Located at The Union Bank
At UBC Wealth Management, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Products & Services
|Mutual Funds, Stocks & Bonds||IRA Rollovers|
|Professional Asset Management Services||Retirement Planning|
|Fixed and Indexed Annuities||Financial & Estate Planning|
|Variable Annuities||College Planning & 529's|
|Structured CDs||SEP/Simple IRAs/Keoughs|
|Life & Long Term Care Insurance||Profit Sharing Plan/401k|
|Alternative Investments||Trust Services*|
To learn more about these and other investment options, contact your local Union Bank branch or our Wealth Advisors Peter Rafaniello at (419) 228-4646 or David Cornwell at (567) 250-8872.
To view your account(s) online, click here.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Financial Advisors of The Union Bank Co. are Registered Representatives with LPL Financial. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC*. Insurance products offered through LPL Financial or its affiliates. The Union Bank Co. and UBC Wealth Management are not registered brokers/dealers and are not affiliated with LPL Financial. LPL Branch Office located at 3211 Elida Rd, Lima, OH 45805 and 1500 Bright Rd, Findlay, OH 45840.
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
|Not FDIC Insured||No Bank Guarantee||May Lose Value|
|Not a Deposit||Not insured by any Federal Government Agency|
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.