Investing Services / Wealth Management

Wealth Management

Financial planning can be complex. But with the right team of trusted advisors, wealth management can work for you. Count on UNA Financial Consultants for experienced, personalized financial planning strategies. We take the time to understand your mission, your legacy, and your values. We’re here to help individuals and business owners navigate the often complex and specialized realm of wealth management — from accruement to family wealth transfer planning.

With U Every Step of the Way

With Union, you never have to look far from home for custom investment solutions. Our experienced financial professionals offer a full range of financial solutions to the Lancaster community. UNA Financial Consultants offer a full range of financial solutions to help you accumulate wealth, manage it, and preserve it. Our selection of investment products and services, along with our market knowledge, help customers reach their financial goals. Make the most of your portfolio with a personalized wealth management approach from Union.

Browse wealth management services offered by Union:

Tax Strategies
Services and advice to take your tax return further.

Asset Management
Access customized investing plans, risk management, and more.

Life Insurance
Protect your income for future generations.

 


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