Business Owners

Our financial advisors provide a wide range of flexible and comprehensive investment services that support both single- and multiple-employee corporations.

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Our services include the following: 

  • Retirement plans
  • Buy/sell policies and key man insurance
  • Support for employee enrollment and investment suggestions
  • Contracts with TPA for accounting and ERISA compliance

In addition to providing your business and your employees with financial confidence for the future, an effective retirement plan may provide you with significant tax advantages and may help you attract and retain key employees. Our Financial Advisors will help you assess the advantages and disadvantages of your business's retirement saving options.

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Registered Representative of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured United Community Bank deposits and are not FDIC insured. These products are not obligations of United Community Bank or United Community Advisory Services and are not endorsed, recommended or guaranteed by United Community Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible.   

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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