UnionBanc Investment Services®

Working together to achieve life's goals

LIFE Map℠ Wealth Plan

This offer has now ended

While our LIFE Map promotion has ended, our experienced Financial Advisors are available to provide personalized guidance around your individual investment needs.  Connect with a Financial Advisor to learn more about how UnionBanc Investment Services can help you achieve your financial goals.

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LIFEMap

LIFE Map Wealth Plan

Your UBIS Financial Advisor starts by gaining an understanding of where you are today and where you want to be in the future. Then they’ll develop a customized LIFE Map℠ Wealth Plan  with the steps needed to help you get there. This complimentary planning tool — previously reserved for clients of The Private Bank — is now available to you until March 6, 2020 through your UBIS Financial Advisor.

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Financial guidance you can rely on

A financial plan tailored for you

Everyone has different goals in life. So, when it comes to designing a financial plan for the future, one size does not fit all. Our experienced Financial Advisors will listen to you, support you, and evolve with you to keep you on the path to the future you envision.

Professional insights and guidance

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.

All your finances under one roof

With all your banking 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.

A trusted financial leader

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 customers.

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Brokerage and investment advisory services available through UnionBanc Investment Services LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of MUFG Union Bank, N.A. • 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.

 

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