Retirement Services *

In a competitive business environment, employee benefits are an integral component of attracting and retaining valuable employees.

Our Raymond James Financial Advisors can assist you in the creation and management of an employer-sponsored retirement plan. Retirement plans create goodwill from your employees and may provide you with valuable tax advantage benefits. We can help create a retirement plan that may fit the needs of your company and your employees. We will determine your needs, recommend a suitable retirement plan choice for your business and provide ongoing service to help make it successful.


Services:

  • 401(k)
  • 403(b)
  • Simple IRA
  • SEP IRA
  • Profit Sharing


The Advantage – working with us can help provide you with:

  • Identification and independent evaluation of plan providers.
  • Partners to help build and implement your plan.
  • Employee education to increase plan enrollment.
  • Plan support for ongoing enrollment and investment performance reviews with your employees.

*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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