The New Year is all about making healthy resolutions. Shouldn't that include the health of your finances and long-term retirement goals? At UnionBanc Investment Services (UBIS), the brokerage and investment advisory subsidiary of MUFG Union Bank, N.A., our Financial Advisors can help you develop a plan to bring those goals closer. All you need to do is reach out. We’ll make keeping this resolution a lot easier.
It all starts with a conversation. A UBIS Financial Advisor will work closely with you to understand where you are today and where you want to be in the future. Then they'll create a customized LIFE MapSM Wealth Plan2 to help you get there. This proprietary planning tool—previously reserved for clients of The Private Bank— is now available to you for a limited time through UBIS Financial Advisors.
No matter what type of investor you are, you’ll find a full range of investment options at UBIS — including stocks, bonds, money market securities, and mutual funds. And the skilled UBIS Financial Advisors are here when you need them — to answer your questions and help you make informed decisions every step of the way.
With all your banking1 and investing accounts in one location, you can see your entire financial picture at a glance — and you have the added convenience of being able to link your accounts, transfer funds, and streamline account management.
Most importantly, you have the security of knowing you’re working with a strong, stable financial partner that is part of the Mitsubishi UFJ Financial Group (NYSE:MUFG) — one of the world’s largest financial organizations.
MUFG Union Bank, N.A., is a full-service bank with over 300 locations across California, Oregon, and Washington — providing exceptional corporate, commercial, and retail banking and wealth management solutions for our clients.
You’re an adept investor who likes to call the shots.
You’re comfortable with the ups and downs of the market, and often drawn to higher-risk, higher-reward opportunities.
You don’t back away from a challenge and understand that rewards require calculated risks.
You prefer to empower your advisor to make decisions for you, so you can focus on your life.
You’ve learned from your experience that slow and steady wins the race.
You’re very involved in your investments, but avoid risky ventures.
You’re savvy and determined, but you appreciate a certain level of guidance.
You tend to shy away from risky investments and want your advisor to take the lead.