Financial Planning

United Brokerage Services, Inc.

Financial Planning for Today and Tomorrow

Your goals, your plan—built for today's needs and tomorrow's dreams.

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Investment Strategies

Your investment journey is guided by your unique needs. Whether you prefer a brokerage or advisory account, we’ll create, monitor, and adjust your portfolio to align with your goals, risk tolerance, and changing market conditions.

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Insurance & Protection

It’s something we all need but don’t want to think about. From life insurance to disability insurance, our team helps financially protect you against life’s uncertainties.

 

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Personal Goals

Whether you’re saving for college, a family vacation, retirement, or charity, we’ll help you create a plan that matters to you.


 

Our investment approach

Our Team, Tailored to You

Our name rings true. At United Brokerage, we’re all in it together, and we’re all in it for you. Your trusted financial advisor takes the time to understand your life, your goals, and your values. Through personalized assessments, they’ll review your current plans, help clarify fees and statements, and offer guidance tailored to your needs. It’s comprehensive, convenient, and committed to you—just like a true partnership should be.

Complementary assessment

Explore Your Options, No Strings Attached

A good partnership starts with trust, and trust begins with a conversation. This complementary assessment is a simple way to explore your goals, get a feel for how we work, and see how we can support you on your personal finance journey.

Investing Personalities Quiz

Do You Know Your Investing Personality?

Whether you’re data-driven or prefer a more independent approach, understanding your investing habits helps you stay disciplined and gain insight into how you can refine and strengthen your strategies.

Let’s Start Your Journey Together

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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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