We assist our clients by developing a plan that is designed to meets their financial needs.
Our Raymond James Financial Advisors have the experience and resources to help provide financial guidance to individuals, families, corporations, foundations and nonprofit organizations. We strive to meet our clients’ individual investment needs by providing high level financial advice and the following services:
- Bonds (Municipal, Corporate, Government)
- Annuities (Fixed, Variable, Equity Indexed)
- Mutual Funds
- Manages Asset Accounts
- Indexing and Hedging Strategies
- Brokered CD's
The Advantage – working with us provides you: The Advantage – working with us provides you:
- A team of dedicated, client-focused staff that does not stop working for you
- Tailored investment options designed to meet your financial objectives
- A service team that monitors your account on a continuous basis
- The knowledge that we are relationship focused, consulting based and results oriented
- Personalized service not based on the size of investments
*Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC an independent broker/dealer, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risk including the possible loss of principal. United Security Bank & United Security Bank Financial Services are independent of Raymond James Financial Services.
Raymond James Financial Advisors may only transact business in states where they are registered. Follow-up and individual response involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial advisor is not registered.
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