UnionBanc Investment Services

Go boldly into retirement

Sound investments begin with sound advice. Choose wisely and partner with a UnionBanc Investment Services® Financial Advisor.

Helping you prepare

The right investment strategy can be the difference between having a goal and achieving it. Whether you’re preparing for retirement or other life goals, trust our Financial Advisors to design a strategy to help you get there.
Did you know
42%
of Americans have less than $10,000 saved for retirement.#
Enjoying retirement on the beach

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.

Father and daughter doing homework

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.

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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.

Meeting with a Financial Advisor

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.

Popular accounts

Managed            Accounts

With a Managed Account, you’ll receive ongoing advice from your Financial Advisor who will implement your investment strategy based on your goals and objectives. You pay a single fee based on the amount of assets managed.

Brokerage              Accounts

With a Brokerage Account, you can invest in a variety of investment types, such as mutual funds, fixed securities, exchange-traded funds, and annuities. You typically pay a commission based on each transaction.

Individual Retirement Accounts (IRAs)

One of the more popular ways to save for retirement is through an Individual Retirement Account that offers a number of tax benefits. Choose from several options to find the right one 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.

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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.

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