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“An overall investment strategy is very important, and approaching investing as part of an overall financial planning process is critical. Knowing your budget, risk tolerances, and time horizons are the initial steps needed in order to implement an effective investment strategy.”

Amanda Vance Giangola, Vice President, Financial Advisor at United Brokerage Service, Inc.

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“Building the foundation of financial independence early on in life will give women the tools to succeed and build confidence, avoiding the daunting financial burden that comes with being unprepared.”

Rossitsa (Rossi) Getskova, Vice President and Portfolio Manager at United Wealth Management

Knowledge is Power

You are responsible for making decisions about your family’s or business’s finances everyday — about spending, saving and security. We want to empower you with financial knowledge and resources to make informed decisions.

Whether it’s providing relevant information or sitting down one-on-one with a financial professional, we are here to help you achieve your goals and protect your security.


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Hosting a fabulous party doesn't mean a hefty price tag. With a little creativity and thoughtful planning, you can throw a bash that dazzles your guests without breaking the bank. Read more

Helping You Make Informed Financial Decisions


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