Advisory Services

We all have dreams—of a career, a family or a comfortable retirement—and working towards those dreams takes foresight, planning and a serious investment in your future. That’s why we’re here. From planning, to long-term investing and everything in between, we’ll help you find solutions tailored to your unique goals.

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Insurance

You've worked hard to build your financial status and we want to help you protect your legacy. Our suitable strategies help you work toward growing and preserving your position while reducing your financial risk.

  • Life insurance
  • Tax-deferred annuities
  • Long-term care insurance

Investments

We utilize in-depth client interviews and professional analytical tools to help build an asset allocation that is appropriate for your goals.

  • No proprietary products
  • Investment savings programs
  • Personalized solutions

Planning

Together, we will help you look toward the future and prepare for the unexpected, every step of the way.

  • Financial
  • Investment
  • Pre/post-retirement
  • Education
  • Estate, tax and trust

Registered Representative of LPL Financial. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, 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 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. United Community Bank and United Community Advisory Services are not registered broker/dealers and are not affiliated with LPL Financial. 
 
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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