Retirement

United Brokerage Services, Inc.

Are You on Track for Retirement?

Your Peace of Mind, Prioritized

It’s never too late to be proactive about creating a comprehensive retirement plan. Our Financial Advisors at United Brokerage Services, Inc. are here to partner with you to build a personalized portfolio that evolves with you as your needs and goals change.

Build a Well-rounded Retirement Strategy

Setting goals can help put you on solid financial footing, even during times of uncertainty and financial strain.

Convenience You Can Trust

Know you're in good hands when all of your financial assets are managed by Financial Advisors from the same institution you already trust with your day-to-day banking and saving needs.

Timely Transparency

Work with a Financial Advisor to understand the big picture of your investments. Your advisors stay informed and keep you updated so you’ll always know exactly where you stand with your retirement goals.

Personalized Portfolio

Build a sound financial strategy for now and the future with diversified allocations based on a shared understanding of your risk tolerance and liquidity needs.

How We Empower Your Retirement

At United Brokerage Services, Inc., we take our responsibilities to heart. Your dedicated Financial Advisor will communicate regularly and help you understand how your investments are affected by market conditions, so you can stay on track toward your retirement goals.

Close to retirement?

 We'll help you with a plan built to last. Having a smart strategy can help you extend your nest egg when you need it most. 

Just starting to save?

Having a solid plan with the right allocations is the best way to rest assured and reach your retirement goals. 

Locate a branch near you.

Need help? Give us a call.

We’ll get right back to you.


United Brokerage Services, Inc., a registered broker-dealer is a subsidiary of United Bankshares, Inc., the issuer of UBSI stock. The investments offered through United Brokerage Services, with the exception of brokerage certificates of deposit, are not bank deposits and are not obligations of, or guaranteed by, any bank. These products are not insured or guaranteed by the FDIC. Investments are subject to risk including possible loss of principal. This information is not legal or tax advice and past performance is no guarantee of future performance.
Member FINRA/SIPC  |  ADV II - Firm Brochure  |  ADV II - Wrap Brochure
Customer Relationship Summary | Regulation BI Disclosure | Schedule of Fees
Not FDIC Insured | May Lose Value | Not Bank Guaranteed