UNA Financial Products and Services

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Products and services – planned and orchestrated around where you are, and where you want to be.

  We offer a full range of investment products and services to help our customers achieve their financial goals.  

Investment Management Services

  • Individually Managed Portfolios
  • Financial Planning*
  • Tax Management Strategies
  • IRAs

 

Brokerage and Fee Based Services*

  • Full Brokerage Service
  • Discount Brokerage
  • Financial, Retirement, College Planning
  • Insurance Products
  • Mutual Funds
  • Equities
  • Money Market Funds
  • Fixed and Variable Annuities

 

Retirement Plan Services for Business

  • Investment Services & Strategies
  • Employee Education & Communication
  • Qualified & Non-qualified Plans
  • Deferred Compensation Strategies
  • Simple Plans, 401(k), Roth and Traditional IRAs

 

Insurance Services

  • Life Insurance
  • Long-term Care/Nursing Home Coverage

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC.  Member FINRA/SIPC.

UNA Financial Consultants is a trade name of Union Community Bank.  Infinex and Union Community Bank are not affiliated.

Infinex Financial Group is owned by a consortium of depository institutions and state bank trade associations.

Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate.  These products are subject to investment risk, including the possible loss of value.

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