April 21st, 2014
Financial Services Products

We offer a full-range of financial services for your personal and business needs. Our professionals are working on your behalf to deliver the most suitable solutions. We achieve this by working with an extensive network of providers and choosing the services that are suitable to meet your needs.

Business


Business Services

Corporate Lending and Finance
  • SBALoans
  • Private Money Loans
  • Short-Term and Permanent Financing

Commercial Insurance

  • General Liability
  • Worker's Compensation
  • Errors and Omissions
  • Directors and Officers

Retirement Services*

  • 401 (k)
  • 403 (b)
  • Simple IRA
  • SEP
  • Defined Benefit Plans

Employee Benefit Plans

  • Group Medical, Dental and Vision Plans
  • Group Life Insurance

Business Consulting

  • Planning
  • Strategy
  • Financial Projections
  • Private Capital

Real Estate Services

  • 1031 Exchanges

 

*Securities and investment advisory services offered through Raymond James Financial Services Inc. Member Finra / SIPC, an independent broker / dealer. Not FDIC insured ∙ Not bank guaranteed ∙ May lose value ∙ Subject to risk. Raymond James and United Security Bank Financial Services are independent entities.

Personal


Personal Services

Wealth Management*
  • Stocks
  • Bonds
  • Annuities
  • Managed Asset Accounts
  • Mutual Funds
  • Financial Planning
Personal Insurance
  • Auto
  • Homeowners
  • Health
  • Life*
Legacy Planning
  • Advanced Tax Planning
  • Estate Planning
  • Living Trust

*Securities and investment advisory services offered through Raymond James Financial Services Inc. Member Finra / SIPC, an independent broker / dealer. Not FDIC insured ∙ Not bank guaranteed ∙ May lose value ∙ Subject to risk. Raymond James and United Security Bank Financial Services are independent entities.