Planning Services

First and foremost, we listen to you. Our Financial Advisors pay close attention to your financial goals and work with you to customize a plan for the future. Our specialized Planning Services include the following:

  • Financial
  • Investment
  • Pre/Post-Retirement
  • Education
  • Estate, Tax and Trust

In addition to our specialized services, your Financial Advisor will guide you through the planning process and make recommendations based on your unique situation. Together, we will look toward the future and help you prepare for the unexpected, every step of the way.

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Registered Representative of INVEST Financial Corporation, member FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with United Community Advisory Services or United Community Bank. Products offered are: • Not FDIC insured • Not a deposit or other obligation of or guaranteed by any bank • Subject to risks including the possible loss of principal amount invested.

Trust services are offered through INVEST Trust Services and provided by National Advisors Trust Company. INVEST and INVEST Trust Services are affiliated. INVEST is not affiliated with National Advisors Trust Company.

This information may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided. Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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