At UBC Wealth Management, we are committed to helping our clients turn their aspirations and financial dreams into realities. We are dedicated to providing 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/Keoghs
- 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 directly:
- Peter Rafaniello at (419) 228-4646 for Lima, Columbus Grove, Delphos & Kalida area customers.
- David Cornwell at (567) 250-8872 for Findlay, Bowling Green, Gibsonburg, Leipsic, Ottawa, Marion, Pemberville and Columbus area customers.
Financial Education Resources
- Coping with Volatility: When markets get choppy, investors often make bad decisions. Discover different strategies to help you minimize the effects of volatility on your portfolio.
- Paying for College 101: Today, a college education costs more than ever. But there are ways to make it more affordable. This video offers tips and information that can help you fund higher education for your family.
- Your Retirement Income: Will You Have Enough?: Do you think you’ll have enough money saved when you retire? You may be surprised at how much you might need and how little you can expect form Social Security. Learn more here.
- Plan for Financial Wellness: This video looks at the different elements that make up financial wellness – planning, budgeting, saving for retirement, college funding and estate planning – and how they collectively define your financial health.
- Protecting Your Financial Identity: You’re doing a lot of business online now. So you should beware that thieves are always ready to take advantage of your electronic footsteps. This video explains how you can help protect yourself.
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, 1500 Bright Rd, Findlay, OH 45840, and 30 Coal Bend, Delaware, OH 43015.
*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.