LPL Financial at The Union Bank Co.
At LPL Financial at The Union Bank Co., 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.
Through our partnership with LPL Financial, our clients have access to an array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and member FINRA/SIPC.
Products & Services
|Stocks & Bonds||Individual Retirement Accounts|
|Tax Advantaged||Investments Business Retirement Plans|
|Mutual Funds||Retirement Planning|
|Annuities||Education Planning & 529 Plans|
|Insurance Products||Professional Asset Management|
|Trust Accounts||Financial & Estate Planning|
To learn more about these and other investment options, contact your local Union Bank branch or our financial consultant Peter Rafaniello at (419) 228-4646.
To view your account(s) online, click here.
Financial Advisors of The Union Bank Co. are Registered Representatives with, and Securities, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. The Union Bank Co. is not a registered broker/dealer and is not affiliated with LPL Financial. LPL Branch Office located at 1410 Bellefontaine Ave, Lima, OH 45804. Investment Advisory Services offered through LPL Financial, a SEC Registered Investment Advisor.
|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.