Investing Services / Union Investment Planning

Union Investment Planning

Make the most of your money with investing options from Union Community Bank. We offer a broad range of products and services to assist you with wealth management. From college accounts to retirement planning, Union offers tailored investment planning that you just won’t find at larger banks.

Enjoy a custom banking experience. Union investment planning options include:

529 Education Account >
The 529 College Savings Plan provides tax breaks and flexibility to help you take control.

Managed Accounts >
Personalized account management for both first time investors and return customers.

Brokerage Accounts >
Investment products such as mutual funds, exchange-traded funds, stocks, and bonds.

Annuities >
Secure, third-party insurance companies designed to help provide a steady stream of income in future years.

Mutual Funds >
Diversify your portfolio with mutual fund options available from Union.

 


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.

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.

Investment products are:
• Not a deposit
• Not FDIC Insured
• Not insured by any federal government agency
• Not guaranteed by the bank
• May go down in value

are a big part of us.
That's why we're Invested in

With 14 branches throughout Lancaster County, Union Community Bank is one of Central PA’s last remaining community banks. What makes a community bank different? It’s not just local decision-making or friendly service. It’s our unique perspective. As a true community bank, we don’t just know the local economy – we’re part of it.

Explore the Invested in U Advice Center