United Brokerage Services, Inc.

You’re Not Just Planning for the Future—You’re Creating It

At United Brokerage Services, Inc., we make sure your money works as hard as you do. Whether you’re saving for college, retirement, or your grandchildren’s futures, our advisors help you move forward with confidence.

Ready to take the first step?

I’m seeking solutions in…

Financial Planning

There’s no one-size-fits-all formula for your future—just personalized guidance, expert support, and a plan that fits your life today and tomorrow.

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Retirement Planning

Peace of mind starts with a strategy, whether you’re just getting started or planning for what’s right around the corner.

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A Team Dedicated to Trust

At United Bank, we know your business is an extension of you. That’s why our team is committed to providing personalized service that is tailored to your specific needs and goals. With over 200 locations and 180 years of service to their communities, you can feel confident that you’ll have a team that is convenient to access and dedicated for life.

 

To discover more about the options that are right for you, select the option that best aligns with your goals: 

I’m Looking for Support Growing My Business

Get the funds you need to take your small business to the next level. As your trusted financial partner, we are here to meet all your business needs — from commercial real estate loans to lines of credit.

Explore Lending Solutions

I’m Looking for Online & Mobile Banking Options

Wherever your business takes you, United Bank is by your side. With flexible mobile and online banking options to suit your needs, the United Bank team can be at your service at home or on the go. 

Online & Mobile Options

I’m Looking for Security & Protection for My Funds

Whether you’re looking for a secure way to transfer funds, pay employees or store capital, United Bank has you covered. Explore all our offerings to pick and choose the support that is right for you.

Explore Security & Fraud Services

Why Work with a Financial Advisor?

It’s a relationship that grows with you, including:

  • Personalized planning for retirement, investing, and your long-term goals. 
  • Flexible guidance that adapts to your life and the market. 
  • Trusted local connections you can meet face-to-face. 
  • Smart saving solutions for education and other big milestones. 
  • Protective insurance support for what matters most. 
Let's Connect
Smiling financial advisor consulting client at business meeting reviewing document. Female bank manager consults investor. Working office, planning taxes. Pro consultation. Legal advice.

For Us, It's Always Personal

Get to know the team and discover the right local advisor for you.

Meet the Team

Gais Construction, based in the Charlotte area of North Carolina, specializes in high-quality, customized building projects, often focusing on sustainable and efficient construction methods.  Like United Bank, Gais emphasizes client satisfaction and community impact, seeking to support growth and stability through reliable, client-centered service.  Priotizing transparency, commitment to clients' needs, and building strong local partnerships are important values. 

 

 United Bank and Matt <Sillitoe> (local Branch Manager) are more responsive to my needs than other banks I’ve worked with. He always gets back to me and gives me an answer even if the answer is not what I want to hear.  Being responsive is important to me and my staff. 


- Lou Gais, Founder & Owner

Saffron Restaurant & Bakery in Charleston, SC, has been a beloved family-owned establishment known for its warm, inviting atmosphere and commitment to authentic, high-quality cuisine. The restaurant's sense of community stems from its approach to hospitality where every guest is treated like family. This aligns closely with United Bank's values, which emphasizes community and relationships built on trust and loyalty.

 We have never regretted this decision [switching to United Bank] and have always had the best services with this bank. Our branch manager Sierra Hood has always gone above and beyond to take care of anything small or big for us and we could not be happier with everything that she has done. We highly recommend becoming a part of the United Bank family as they will always look after your needs and help out in any way they can. 


- Sharie Aghapour, General Manager

Prefer we reach out? One of our Financial Advisors will be glad to connect with you.

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Informed Choices, Better Outcomes

Let’s Start Your Journey Together

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Need help? Give us a call.

800.327.9862

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   Learn more about our firm's background on FINRA's BrokerCheck.

Broker Check
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.

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