California Medical Association

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We know you need a bank that thinks about the whole picture – not just your practice. That's why we offer a comprehensive suite of relationship banking options plus specialized lending, banking, and investment1 solutions to meet the diverse financial needs of medical professionals.

Relationship Banking

Priority Banking2

An exclusive program with a consultative approach to service that revolves around you and your unique needs. Reward yourself with enhanced privileges, special discounts, and complimentary services.

The Private Bank3

As the complexity of your wealth grows, we offer comprehensive wealth management solutions from The Private Bank. So, regardless of the stage of life you are in, we can align your practice and personal goals with custom wealth planning strategies, protect your practice with succession planning, or establish your legacy with trust and estate services.4

Jumbo Loan solutions for mortgages up to $5 million5

Whether you're moving into a new house, purchasing a second home, or refinancing your current residence, you'll find a complete range of Jumbo Loans and financing options at Union Bank. And because we're a portfolio lender, you can count on specialized underwriting for even the most complex mortgages.

Brokerage and Investment Solutions

Rely on the Financial Advisors at UnionBanc Investment Services1 to help you create an investment strategy that will help you meet your long- and short-term investment goals. Whether you prefer self-directed brokerage services or professionally managed accounts, they have the solutions you need plus the expertise to help you put it all together.

Signature Banking

Effectively manage your day-to-day personal banking needs with a specially-designed package of complimentary and discounted services5.

Retirement Plans

At Union Bank and UnionBanc Investment Services1 we offer a wide range of retirement solutions to help you achieve your goals. Our retirement planning specialists will provide you with personalized attention and help you choose the retirement plan that is best suited for your practice or personal needs.

1
Investments available through UnionBanc Investment Services LLC, a registered broker-dealer, investment advisor, member FINRA/SIPC, and subsidiary of Union Bank, N.A.: • Are NOT insured by the FDIC or by any other federal government agency • Are NOT Bank Deposits • Are NOT guaranteed by the Bank or any Bank Affiliate • Are subject to investment risk, including the possible loss of principal.
2
Priority Banking is available to individuals and businesses with combined deposits at Union Bank or assets invested with its subsidiaries and/or affiliates totaling $100,000 or more. Terms and conditions subject to change. See our "All About Personal, or All About Business, Accounts & Services Disclosure and Agreement" and appropriate "Fee Schedule" for details.
3
Services of The Private Bank® are offered to individuals and select professional service firms. Individual clients of The Private Bank are generally expected to maintain combined investable balances of at least $1,000,000 with Union Bank, its subsidiaries and/or affiliates. The Bank may consider other factors in qualifying individuals for inclusion in The Private Bank. Terms and conditions to qualify for The Private Bank are subject to change. Banking accounts may be assigned to another area of the Bank if you no longer meet these requirements. For individuals, see our "All About Personal Accounts & Services Disclosure and Agreement". For businesses, see our "All About Business Accounts & Services Disclosure and Agreement".
4
Wills, trusts, and foundations, and wealth-planning strategies have legal, tax, accounting, and other implications. Clients should consult a legal or tax advisor.
5
Loans subject to credit and collateral approval. Financing available for collateral located in CA, OR or WA. Restrictions may apply. Terms and conditions subject to change. Union Bank NMLS ID #539249. Certain terms and conditions apply, including minimum credit scores and reserve requirements, and impact the amount that can be borrowed.
6
Requires a Signature Banking Regular Checking, or Signature Banking Tiered Interest Checking, or a Signature Banking Basic Business Checking and a minimum balance of $25,000, which can be maintained in a combination of qualifying accounts. An $18 regular monthly service charge [$20 with paper statement] will be assessed if the combined average monthly ledger balance falls below $25,000. A minimum deposit of $100 is required to open an account. Other charges, such as NSF or overdraft fees of $33 per item, will still apply.