Sound investments begin with sound advice. Choose wisely and partner with a UnionBanc Investment Services® Financial Advisor.
Plan for retirement
Whether you’re just beginning to save, approaching retirement, or somewhere in between, our Financial Advisors will create an investment strategy you can feel confident about.
Save for college
The earlier you start saving for college, the more prepared you’ll be when it’s time to pay tuition. See how contributing to a tax-advantaged investment plan can make a significant difference.
Protect what matters most
A sound financial plan includes preparing for the unexpected. Protect what you’ve worked so hard to achieve with an insurance strategy uniquely tailored to your specific needs.
Explore your investment options
UnionBanc Investment Services has access to a wide variety of investment options—from mutual funds and exchange-traded funds (ETFs) to fixed-income products and annuities—and the guidance to help you choose what’s right for you.
Meet with a Financial Advisor
The key to meeting your financial goals is having the right partner. Let us introduce you to your UnionBanc Investment Services Financial Advisor.
Please refer to our Terms & Disclosures
Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of MUFG Union Bank, N.A. Insurance services offered by UnionBanc Insurance Services, a division of MUFG Union Bank, N.A., having a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014. California State Insurance License No. 0817733. Non-deposit investment and insurance products: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested • Insurance and annuities are products of the insurance carriers.